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PORTX vs RWIHX
PORTX vs RWIHX Comparison
Open Charts PORTX vs RWIHX
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.
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).
| PORTX | RWIHX | PORTX / RWIHX | |
| Total Expense Ratio | 1.20 | 0.56 | 214% |
| Annual Report Gross Expense Ratio | 1.20 | 0.56 | 214% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 10.749 | 13.685 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 834M | 136B | 1% |
| Annual Yield % from dividends | 0.60 | 1.64 | 37% |
| Returns for 1 year | -1.20 | 9.57 | -13% |
| Returns for 3 years | 14.87 | 50.99 | 29% |
| Returns for 5 years | 33.19 | 54.03 | 61% |
| Returns for 10 years | 70.70 | N/A | - |