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RWBEX vs THOIX
RWBEX vs THOIX Comparison
Open Charts RWBEX vs THOIX
American Funds Capital World Gr&Inc R2E
Price$66.90
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities I
Price$38.25
Change-$0.04 (-0.10%)
VolumeN/A
CapitalizationN/A
RWBEX vs THOIX Comparison Chart
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RWBEX vs. THOIX 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 THOIX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 125B vs. THOIX (1.22B). THOIX pays higher dividends than RWBEX: THOIX (1.94) vs RWBEX (1.28). RWBEX was incepted earlier than THOIX: RWBEX (10 years) vs THOIX (18 years). THOIX is a more actively managed with annual turnover of: 128.69 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than THOIX: RWBEX (250) vs THOIX (2500000). THOIX annual gain was more profitable for investors over the last year : 22.93 vs. RWBEX (18.55). RWBEX return over 5 years is better than : 37.10 vs. THOIX (35.18).
| RWBEX | THOIX | RWBEX / THOIX | |
| 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 | 13.099 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.22B | 10,212% |
| Annual Yield % from dividends | 1.28 | 1.94 | 66% |
| Returns for 1 year | 18.55 | 22.93 | 81% |
| Returns for 3 years | 2.29 | -1.09 | -210% |
| Returns for 5 years | 37.10 | 35.18 | 105% |
| Returns for 10 years | 47.08 | 67.27 | 70% |