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PORTX vs RWIFX
PORTX vs RWIFX Comparison
Open Charts PORTX vs RWIFX
Trillium ESG Global Equity Investor
Price$61.22
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets830.55M
American Funds Capital World Gr&Inc R5
Price$72.53
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
PORTX vs RWIFX Comparison Chart in %
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PORTX vs. RWIFX commentary
Jul 28, 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: 137B vs. PORTX (831M). 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 : 14.13 vs. PORTX (1.49). RWIFX return over 5 years is better than : 52.85 vs. PORTX (28.88).
| 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 | 11.350 | 15.198 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 831M | 137B | 1% |
| Annual Yield % from dividends | 0.60 | 1.72 | 35% |
| Returns for 1 year | 1.49 | 14.13 | 11% |
| Returns for 3 years | 14.56 | 52.17 | 28% |
| Returns for 5 years | 28.88 | 52.85 | 55% |
| Returns for 10 years | 68.61 | 64.97 | 106% |
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