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RWBEX vs THOAX
RWBEX vs THOAX Comparison
Open Charts RWBEX vs THOAX
American Funds Capital World Gr&Inc R2E
Price$66.90
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities A
Price$38.00
Change-$0.05 (-0.13%)
VolumeN/A
CapitalizationN/A
RWBEX vs THOAX Comparison Chart
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RWBEX vs. THOAX commentary
Nov 18, 2024
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 RWBEX is a Sell and THOAX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 125B vs. THOAX (1.22B). THOAX pays higher dividends than RWBEX: THOAX (1.68) vs RWBEX (1.28). RWBEX was incepted earlier than THOAX: RWBEX (10 years) vs THOAX (18 years). THOAX is a more actively managed with annual turnover of: 128.69 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than THOAX: RWBEX (250) vs THOAX (5000). THOAX annual gain was more profitable for investors over the last year : 22.55 vs. RWBEX (18.55). RWBEX return over 5 years is better than : 37.10 vs. THOAX (33.41).
| RWBEX | THOAX | RWBEX / THOAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 12.641 | 12.760 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.22B | 10,212% |
| Annual Yield % from dividends | 1.28 | 1.68 | 76% |
| Returns for 1 year | 18.55 | 22.55 | 82% |
| Returns for 3 years | 2.29 | -2.09 | -109% |
| Returns for 5 years | 37.10 | 33.41 | 111% |
| Returns for 10 years | 47.08 | 64.01 | 74% |
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