Ad is loading...
RWIAX vs THOAX
RWIAX vs THOAX Comparison
Open Charts RWIAX vs THOAX
American Funds Capital World Gr&Inc R1
Price$65.44
Change-$0.88 (-1.33%)
VolumeN/A
Net Assets128.43B
Thornburg Global Opportunities A
Price$39.10
Change-$0.26 (-0.66%)
VolumeN/A
Net Assets1.28B
RWIAX vs THOAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIAX vs. THOAX commentary
Feb 23, 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 RWIAX is a StrongBuy and THOAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 128B vs. THOAX (1.28B). THOAX pays higher dividends than RWIAX: THOAX (1.68) vs RWIAX (1.04). RWIAX was incepted earlier than THOAX: RWIAX (23 years) vs THOAX (19 years). THOAX is a more actively managed with annual turnover of: 128.69 vs. RWIAX (27.00). RWIAX has a lower initial minimum investment than THOAX: RWIAX (250) vs THOAX (5000). THOAX annual gain was more profitable for investors over the last year : 15.85 vs. RWIAX (6.22). THOAX return over 5 years is better than : 33.26 vs. RWIAX (29.65).
| RWIAX | THOAX | RWIAX / THOAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 4.204 | 8.551 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.28B | 9,977% |
| Annual Yield % from dividends | 1.04 | 1.68 | 62% |
| Returns for 1 year | 6.22 | 15.85 | 39% |
| Returns for 3 years | 14.76 | 20.37 | 72% |
| Returns for 5 years | 29.65 | 33.26 | 89% |
| Returns for 10 years | 41.15 | 59.33 | 69% |
View a ticker or compare two or three
VS
VS
Ad is loading...