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RWIAX vs THOCX
RWIAX vs THOCX Comparison
Open Charts RWIAX vs THOCX
American Funds Capital World Gr&Inc R1
Price$60.95
Change-$2.20 (-3.48%)
VolumeN/A
Net Assets123.19B
Thornburg Global Opportunities C
Price$35.70
Change-$1.14 (-3.09%)
VolumeN/A
Net Assets1.28B
RWIAX vs THOCX Comparison Chart
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RWIAX vs. THOCX commentary
Apr 04, 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 Buy and THOCX is a Hold.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 123B vs. THOCX (1.28B). THOCX pays higher dividends than RWIAX: THOCX (1.54) vs RWIAX (0.91). RWIAX was incepted earlier than THOCX: RWIAX (23 years) vs THOCX (19 years). THOCX (2.17) is less costly to investors than RWIAX (1.51). RWIAX is a more actively managed with annual turnover of: 27.00 vs. THOCX (17.07). RWIAX has a lower initial minimum investment than THOCX: RWIAX (250) vs THOCX (5000). THOCX annual gain was more profitable for investors over the last year : 3.92 vs. RWIAX (-0.57). THOCX return over 5 years is better than : 70.08 vs. RWIAX (64.09).
| RWIAX | THOCX | RWIAX / THOCX | |
| Total Expense Ratio | 1.51 | 2.17 | 70% |
| Annual Report Gross Expense Ratio | 1.51 | 2.17 | 70% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 0.678 | 4.112 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 1.28B | 9,632% |
| Annual Yield % from dividends | 0.91 | 1.54 | 59% |
| Returns for 1 year | -0.57 | 3.92 | -14% |
| Returns for 3 years | 9.58 | 9.79 | 98% |
| Returns for 5 years | 64.09 | 70.08 | 91% |
| Returns for 10 years | 37.47 | 41.28 | 91% |
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