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PORTX vs RWIFX
PORTX vs RWIFX Comparison
Open Charts PORTX vs RWIFX
Trillium ESG Global Equity Investor
Price$62.03
Change+$0.37 (+0.60%)
VolumeN/A
Net Assets805.94M
American Funds Capital World Gr&Inc R5
Price$74.75
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets139.59B
PORTX vs RWIFX Comparison Chart in %
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PORTX vs. RWIFX commentary
Sep 27, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 140B vs. PORTX (806M). RWIFX pays higher dividends than PORTX: RWIFX (1.69) vs PORTX (0.59). 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 : 9.77 vs. PORTX (-3.40). RWIFX return over 5 years is better than : 56.94 vs. PORTX (26.16).
| 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 | 12.823 | 19.119 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 806M | 140B | 1% |
| Annual Yield % from dividends | 0.59 | 1.69 | 35% |
| Returns for 1 year | -3.40 | 9.77 | -35% |
| Returns for 3 years | 28.84 | 71.31 | 40% |
| Returns for 5 years | 26.16 | 56.94 | 46% |
| Returns for 10 years | 88.57 | 92.50 | 96% |
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