Ad is loading...
RWIAX vs THOFX
RWIAX vs THOFX Comparison
Open Charts RWIAX vs THOFX
American Funds Capital World Gr&Inc R1
Price$62.98
Change-$1.62 (-2.51%)
VolumeN/A
Net Assets126.53B
Thornburg Global Opportunities R5
Price$38.56
Change-$0.91 (-2.31%)
VolumeN/A
Net Assets1.29B
RWIAX vs THOFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIAX vs. THOFX commentary
Mar 11, 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: 127B vs. THOFX (1.29B). THOFX pays higher dividends than RWIAX: THOFX (2.70) vs RWIAX (0.89). RWIAX was incepted earlier than THOFX: RWIAX (23 years) vs THOFX (17 years). RWIAX (1.51) is less costly to investors than THOFX (1.35). RWIAX is a more actively managed with annual turnover of: 27.00 vs. THOFX (17.07). 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 : 15.39 vs. RWIAX (2.48). THOFX return over 5 years is better than : 53.38 vs. RWIAX (40.78).
| RWIAX | THOFX | RWIAX / THOFX | |
| Total Expense Ratio | 1.51 | 0.99 | 153% |
| Annual Report Gross Expense Ratio | 1.51 | 1.35 | 112% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 2.866 | 8.943 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 1.29B | 9,860% |
| Annual Yield % from dividends | 0.89 | 2.70 | 33% |
| Returns for 1 year | 2.48 | 15.39 | 16% |
| Returns for 3 years | 22.36 | 28.97 | 77% |
| Returns for 5 years | 40.78 | 53.38 | 76% |
| Returns for 10 years | 44.45 | 67.87 | 65% |
View a ticker or compare two or three
VS
VS
Ad is loading...