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PORTX vs RWIFX
PORTX vs RWIFX Comparison
Open Charts PORTX vs RWIFX
Trillium ESG Global Equity Investor
Price$63.09
Change-$0.92 (-1.44%)
VolumeN/A
Net Assets795.64M
American Funds Capital World Gr&Inc R5
Price$76.25
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
PORTX vs RWIFX Comparison Chart in %
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PORTX vs. RWIFX commentary
Nov 14, 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: 144B vs. PORTX (796M). RWIFX pays higher dividends than PORTX: RWIFX (1.60) vs PORTX (0.58). 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 (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 : 15.39 vs. PORTX (1.58). RWIFX return over 5 years is better than : 49.55 vs. PORTX (16.58).
| 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 | 16.424 | 23.740 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 796M | 144B | 1% |
| Annual Yield % from dividends | 0.58 | 1.60 | 36% |
| Returns for 1 year | 1.58 | 15.39 | 10% |
| Returns for 3 years | 17.72 | 57.49 | 31% |
| Returns for 5 years | 16.58 | 49.55 | 33% |
| Returns for 10 years | 83.12 | 88.26 | 94% |
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