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PORTX vs RWIFX
PORTX vs RWIFX Comparison
Open Charts PORTX vs RWIFX
Trillium ESG Global Equity Investor
Price$56.05
Change+$0.10 (+0.18%)
VolumeN/A
Net Assets764.76M
American Funds Capital World Gr&Inc R5
Price$71.91
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
PORTX vs RWIFX Comparison Chart in %
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PORTX vs. RWIFX commentary
Dec 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PORTX is a Buy and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. PORTX (765M). RWIFX pays higher dividends than PORTX: RWIFX (1.59) vs PORTX (0.57). PORTX was incepted earlier than RWIFX: PORTX (26 years) vs RWIFX (24 years). PORTX (1.20) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. PORTX (21.73). PORTX has a lower initial minimum investment than RWIFX: PORTX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 12.56 vs. PORTX (0.23). RWIFX return over 5 years is better than : 32.63 vs. PORTX (-1.50).
| PORTX | RWIFX | PORTX / RWIFX | |
| Total Expense Ratio | 1.20 | 0.46 | 261% |
| Annual Report Gross Expense Ratio | 1.20 | 0.46 | 261% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 1.946 | 14.593 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 765M | 142B | 1% |
| Annual Yield % from dividends | 0.57 | 1.59 | 36% |
| Returns for 1 year | 0.23 | 12.56 | 2% |
| Returns for 3 years | 11.28 | 47.35 | 24% |
| Returns for 5 years | -1.50 | 32.63 | -5% |
| Returns for 10 years | 65.62 | 76.69 | 86% |
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