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RWBEX vs THOGX
RWBEX vs THOGX Comparison
Open Charts RWBEX vs THOGX
American Funds Capital World Gr&Inc R2E
Price$59.48
Change-$0.98 (-1.62%)
VolumeN/A
Net Assets116.98B
Thornburg Global Opportunities R6
Price$36.03
Change-$0.60 (-1.64%)
VolumeN/A
Net Assets1.19B
RWBEX vs THOGX Comparison Chart
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RWBEX vs. THOGX commentary
Apr 11, 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 RWBEX is a Hold and THOGX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 117B vs. THOGX (1.19B). THOGX pays higher dividends than RWBEX: THOGX (2.86) vs RWBEX (1.19). RWBEX was incepted earlier than THOGX: RWBEX (11 years) vs THOGX (8 years). RWBEX (1.21) is less costly to investors than THOGX (1.01). RWBEX is a more actively managed with annual turnover of: 27.00 vs. THOGX (17.07). THOGX has a lower initial minimum investment than RWBEX: THOGX (0) vs RWBEX (250). THOGX annual gain was more profitable for investors over the last year : -0.47 vs. RWBEX (-4.49). THOGX return over 5 years is better than : 59.21 vs. RWBEX (44.65).
| RWBEX | THOGX | RWBEX / THOGX | |
| Total Expense Ratio | 1.21 | 0.85 | 142% |
| Annual Report Gross Expense Ratio | 1.21 | 1.01 | 120% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | -4.260 | -0.771 | 552% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.19B | 9,865% |
| Annual Yield % from dividends | 1.19 | 2.86 | 42% |
| Returns for 1 year | -4.49 | -0.47 | 953% |
| Returns for 3 years | 8.78 | 10.64 | 83% |
| Returns for 5 years | 44.65 | 59.21 | 75% |
| Returns for 10 years | 30.25 | N/A | - |
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