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RWBEX vs THOFX
RWBEX vs THOFX Comparison
Open Charts RWBEX vs THOFX
American Funds Capital World Gr&Inc R2E
Price$66.90
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities R5
Price$38.31
Change-$0.05 (-0.13%)
VolumeN/A
CapitalizationN/A
RWBEX vs THOFX Comparison Chart
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RWBEX vs. THOFX 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 THOFX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 125B vs. THOFX (1.22B). THOFX pays higher dividends than RWBEX: THOFX (1.93) vs RWBEX (1.28). RWBEX was incepted earlier than THOFX: RWBEX (10 years) vs THOFX (17 years). THOFX is a more actively managed with annual turnover of: 128.69 vs. RWBEX (27.00). THOFX has a lower initial minimum investment than RWBEX: THOFX (0) vs RWBEX (250). THOFX annual gain was more profitable for investors over the last year : 22.92 vs. RWBEX (18.55). RWBEX return over 5 years is better than : 37.10 vs. THOFX (35.23).
| RWBEX | THOFX | RWBEX / THOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 12.641 | 13.076 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.22B | 10,212% |
| Annual Yield % from dividends | 1.28 | 1.93 | 67% |
| Returns for 1 year | 18.55 | 22.92 | 81% |
| Returns for 3 years | 2.29 | -1.08 | -212% |
| Returns for 5 years | 37.10 | 35.23 | 105% |
| Returns for 10 years | 47.08 | 69.25 | 68% |