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RWBEX vs THORX
RWBEX vs THORX Comparison
Open Charts RWBEX vs THORX
American Funds Capital World Gr&Inc R2E
Price$67.59
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities R3
Price$38.48
Change-$0.04 (-0.10%)
VolumeN/A
CapitalizationN/A
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RWBEX vs THORX Comparison Chart
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RWBEX vs. THORX commentary
Sep 21, 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 StrongBuy and THORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 128B vs. THORX (1.29B). THORX pays higher dividends than RWBEX: THORX (1.49) vs RWBEX (1.28). RWBEX was incepted earlier than THORX: RWBEX (10 years) vs THORX (17 years). THORX is a more actively managed with annual turnover of: 128.69 vs. RWBEX (27.00). THORX has a lower initial minimum investment than RWBEX: THORX (0) vs RWBEX (250). RWBEX annual gain was more profitable for investors over the last year : 24.14 vs. THORX (20.66). THORX (44.10) and RWBEX (43.95) have equivalent 5 years return.
| RWBEX | THORX | RWBEX / THORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 13.803 | 15.710 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.29B | 9,922% |
| Annual Yield % from dividends | 1.28 | 1.49 | 86% |
| Returns for 1 year | 24.14 | 20.66 | 117% |
| Returns for 3 years | 8.07 | 3.78 | 213% |
| Returns for 5 years | 43.95 | 44.10 | 100% |
| Returns for 10 years | 50.51 | 74.43 | 68% |
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