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RWBEX vs THOVX
RWBEX vs THOVX Comparison
Open Charts RWBEX vs THOVX
American Funds Capital World Gr&Inc R2E
Price$66.80
Change-$0.70 (-1.04%)
VolumeN/A
Net Assets129.86B
Thornburg Global Opportunities R4
Price$40.64
Change-$0.24 (-0.59%)
VolumeN/A
Net Assets1.29B
RWBEX vs THOVX Comparison Chart
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RWBEX vs. THOVX commentary
May 22, 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: 130B vs. THOVX (1.29B). THOVX pays higher dividends than RWBEX: THOVX (2.40) vs RWBEX (1.18). 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 (14.91). 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 : 9.30 vs. RWBEX (2.53). THOVX return over 5 years is better than : 65.43 vs. RWBEX (52.26).
| 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 | 5.780 | 13.774 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 1.29B | 10,046% |
| Annual Yield % from dividends | 1.18 | 2.40 | 49% |
| Returns for 1 year | 2.53 | 9.30 | 27% |
| Returns for 3 years | 30.70 | 34.82 | 88% |
| Returns for 5 years | 52.26 | 65.43 | 80% |
| Returns for 10 years | 41.86 | 60.08 | 70% |