PORTX
Price
$60.89
Change
+$0.36 (+0.59%)
Updated
Jul 3 closing price
Net Assets
834.01M
RWIFX
Price
$71.61
Change
+$0.45 (+0.63%)
Updated
Jul 3 closing price
Net Assets
135.98B
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PORTX vs RWIFX

Header iconPORTX vs RWIFX Comparison
Open Charts PORTX vs RWIFXBanner chart's image
Trillium ESG Global Equity Investor
Price$60.89
Change+$0.36 (+0.59%)
VolumeN/A
Net Assets834.01M
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
PORTX vs RWIFX Comparison Chart in %
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PORTX vs. RWIFX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. PORTX (834M). RWIFX pays higher dividends than PORTX: RWIFX (1.72) vs PORTX (0.60). 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 : 9.68 vs. PORTX (-1.20). RWIFX return over 5 years is better than : 54.61 vs. PORTX (33.19).
PORTXRWIFXPORTX / RWIFX
Total Expense Ratio1.200.46261%
Annual Report Gross Expense Ratio1.200.46261%
Fund Existence26 years23 years-
Gain YTD10.74913.73778%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets834M136B1%
Annual Yield % from dividends0.601.7235%
Returns for 1 year-1.209.68-12%
Returns for 3 years14.8751.3929%
Returns for 5 years33.1954.6161%
Returns for 10 years70.7064.73109%
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