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PORTX vs RWIFX
PORTX vs RWIFX Comparison
Open Charts PORTX vs RWIFX
Trillium ESG Global Equity Investor
Price$58.82
Change-$0.80 (-1.34%)
VolumeN/A
Net Assets817.09M
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
PORTX vs RWIFX Comparison Chart
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PORTX vs. RWIFX commentary
Jun 16, 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: 131B vs. PORTX (817M). RWIFX pays higher dividends than PORTX: RWIFX (1.80) vs PORTX (0.62). 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 : 6.65 vs. PORTX (-4.00). RWIFX return over 5 years is better than : 53.30 vs. PORTX (33.41).
| 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 | 6.984 | 9.163 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 817M | 131B | 1% |
| Annual Yield % from dividends | 0.62 | 1.80 | 34% |
| Returns for 1 year | -4.00 | 6.65 | -60% |
| Returns for 3 years | 14.71 | 45.12 | 33% |
| Returns for 5 years | 33.41 | 53.30 | 63% |
| Returns for 10 years | 60.97 | 53.59 | 114% |
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