PORTX
Price
$60.89
Change
+$0.36 (+0.59%)
Updated
Jul 3 closing price
Net Assets
834.01M
RWIHX
Price
$71.43
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
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PORTX vs RWIHX

Header iconPORTX vs RWIHX Comparison
Open Charts PORTX vs RWIHXBanner chart's image
Trillium ESG Global Equity Investor
Price$60.89
Change+$0.36 (+0.59%)
VolumeN/A
Net Assets834.01M
American Funds Capital World Gr&Inc R5E
Price$71.43
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
PORTX vs RWIHX Comparison Chart in %
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PORTX vs. RWIHX 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 RWIHX is a Buy.

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FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 136B vs. PORTX (834M). RWIHX pays higher dividends than PORTX: RWIHX (1.64) vs PORTX (0.60). PORTX was incepted earlier than RWIHX: PORTX (26 years) vs RWIHX (10 years). PORTX (1.20) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. PORTX (5.55). PORTX has a lower initial minimum investment than RWIHX: PORTX (0) vs RWIHX (250). RWIHX annual gain was more profitable for investors over the last year : 9.57 vs. PORTX (-1.20). RWIHX return over 5 years is better than : 54.03 vs. PORTX (33.19).
PORTXRWIHXPORTX / RWIHX
Total Expense Ratio1.200.56214%
Annual Report Gross Expense Ratio1.200.56214%
Fund Existence26 years10 years-
Gain YTD10.74913.68579%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets834M136B1%
Annual Yield % from dividends0.601.6437%
Returns for 1 year-1.209.57-13%
Returns for 3 years14.8750.9929%
Returns for 5 years33.1954.0361%
Returns for 10 years70.70N/A-
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