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PORTX vs RWIFX
PORTX vs RWIFX Comparison
Open Charts PORTX vs RWIFX
Trillium ESG Global Equity Investor
Price$56.43
Change-$6.58 (-10.44%)
VolumeN/A
Net Assets775.46M
American Funds Capital World Gr&Inc R5
Price$75.06
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
PORTX vs RWIFX Comparison Chart in %
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PORTX vs. RWIFX commentary
Feb 05, 2026
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 StrongBuy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. PORTX (775M). RWIFX pays higher dividends than PORTX: RWIFX (1.70) vs PORTX (0.37). 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 : 16.61 vs. PORTX (1.92). RWIFX return over 5 years is better than : 32.39 vs. PORTX (-4.23).
| 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 | 2.158 | 4.964 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 775M | 142B | 1% |
| Annual Yield % from dividends | 0.37 | 1.70 | 22% |
| Returns for 1 year | 1.92 | 16.61 | 12% |
| Returns for 3 years | 3.49 | 44.56 | 8% |
| Returns for 5 years | -4.23 | 32.39 | -13% |
| Returns for 10 years | 83.15 | 102.75 | 81% |
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