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PORTX vs RWIFX
PORTX vs RWIFX Comparison
Open Charts PORTX vs RWIFX
Trillium ESG Global Equity Investor
Price$63.48
Change+$0.55 (+0.87%)
VolumeN/A
Net Assets814.14M
American Funds Capital World Gr&Inc R5
Price$76.26
Change+$0.80 (+1.06%)
VolumeN/A
Net Assets140.77B
PORTX vs RWIFX Comparison Chart in %
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PORTX vs. RWIFX commentary
Oct 21, 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 Hold and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. PORTX (814M). RWIFX pays higher dividends than PORTX: RWIFX (1.64) vs PORTX (0.58). PORTX was incepted earlier than RWIFX: PORTX (26 years) vs RWIFX (23 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 (5.55). 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 : 11.85 vs. PORTX (-0.67). RWIFX return over 5 years is better than : 54.85 vs. PORTX (21.76).
| 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 | 23 years | - |
| Gain YTD | 15.460 | 21.525 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 814M | 141B | 1% |
| Annual Yield % from dividends | 0.58 | 1.64 | 36% |
| Returns for 1 year | -0.67 | 11.85 | -6% |
| Returns for 3 years | 28.81 | 68.52 | 42% |
| Returns for 5 years | 21.76 | 54.85 | 40% |
| Returns for 10 years | 77.05 | 78.07 | 99% |