Interact to see
Advertisement
Advertisement
PORTX vs RWIFX
PORTX vs RWIFX Comparison
Open Charts PORTX vs RWIFX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 10.749 | 13.737 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 834M | 136B | 1% |
| Annual Yield % from dividends | 0.60 | 1.72 | 35% |
| Returns for 1 year | -1.20 | 9.68 | -12% |
| Returns for 3 years | 14.87 | 51.39 | 29% |
| Returns for 5 years | 33.19 | 54.61 | 61% |
| Returns for 10 years | 70.70 | 64.73 | 109% |