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RWIAX vs THOFX
RWIAX vs THOFX Comparison
Open Charts RWIAX vs THOFX
American Funds Capital World Gr&Inc R1
Price$65.44
Change-$0.88 (-1.33%)
VolumeN/A
Net Assets128.43B
Thornburg Global Opportunities R5
Price$39.34
Change-$0.27 (-0.68%)
VolumeN/A
Net Assets1.28B
RWIAX vs THOFX Comparison Chart
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RWIAX vs. THOFX 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 THOFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 128B vs. THOFX (1.28B). THOFX pays higher dividends than RWIAX: THOFX (1.93) vs RWIAX (1.04). RWIAX was incepted earlier than THOFX: RWIAX (23 years) vs THOFX (17 years). THOFX is a more actively managed with annual turnover of: 128.69 vs. RWIAX (27.00). THOFX has a lower initial minimum investment than RWIAX: THOFX (0) vs RWIAX (250). THOFX annual gain was more profitable for investors over the last year : 16.20 vs. RWIAX (6.22). THOFX return over 5 years is better than : 35.51 vs. RWIAX (29.65).
| RWIAX | THOFX | RWIAX / THOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 4.204 | 8.584 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.28B | 9,977% |
| Annual Yield % from dividends | 1.04 | 1.93 | 54% |
| Returns for 1 year | 6.22 | 16.20 | 38% |
| Returns for 3 years | 14.76 | 21.55 | 69% |
| Returns for 5 years | 29.65 | 35.51 | 83% |
| Returns for 10 years | 41.15 | 64.47 | 64% |
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