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RWBEX vs THOVX
RWBEX vs THOVX Comparison
Open Charts RWBEX vs THOVX
American Funds Capital World Gr&Inc R2E
Price$62.83
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
Thornburg Global Opportunities R4
Price$37.76
Change+$0.40 (+1.07%)
VolumeN/A
Net Assets1.21B
RWBEX vs THOVX Comparison Chart
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RWBEX vs. THOVX commentary
Apr 25, 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 Buy and THOVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 119B vs. THOVX (1.21B). THOVX pays higher dividends than RWBEX: THOVX (2.40) vs RWBEX (1.19). RWBEX was incepted earlier than THOVX: RWBEX (11 years) vs THOVX (17 years). THOVX (2.15) is less costly to investors than RWBEX (1.21). RWBEX is a more actively managed with annual turnover of: 27.00 vs. THOVX (17.07). THOVX has a lower initial minimum investment than RWBEX: THOVX (0) vs RWBEX (250). THOVX annual gain was more profitable for investors over the last year : 6.73 vs. RWBEX (0.99). THOVX return over 5 years is better than : 60.30 vs. RWBEX (48.85).
| RWBEX | THOVX | RWBEX / THOVX | |
| Total Expense Ratio | 1.21 | 1.40 | 86% |
| Annual Report Gross Expense Ratio | 1.21 | 2.15 | 56% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | -0.507 | 5.711 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.21B | 9,810% |
| Annual Yield % from dividends | 1.19 | 2.40 | 50% |
| Returns for 1 year | 0.99 | 6.73 | 15% |
| Returns for 3 years | 17.35 | 20.28 | 86% |
| Returns for 5 years | 48.85 | 60.30 | 81% |
| Returns for 10 years | 33.56 | 51.40 | 65% |