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RWIAX vs THOFX
RWIAX vs THOFX Comparison
Open Charts RWIAX vs THOFX
American Funds Capital World Gr&Inc R1
Price$62.92
Change-$1.78 (-2.75%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities R5
Price$36.98
Change-$0.84 (-2.22%)
VolumeN/A
CapitalizationN/A
RWIAX vs THOFX Comparison Chart
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RWIAX vs. THOFX commentary
Dec 19, 2024
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 THOFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 121B vs. THOFX (1.23B). 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 : 10.92 vs. RWIAX (7.60). RWIAX (25.84) and THOFX (25.23) have equivalent 5 years return.
| 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 | 6.802 | 9.150 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.23B | 9,869% |
| Annual Yield % from dividends | 1.04 | 1.93 | 54% |
| Returns for 1 year | 7.60 | 10.92 | 70% |
| Returns for 3 years | 5.48 | 10.30 | 53% |
| Returns for 5 years | 25.84 | 25.23 | 102% |
| Returns for 10 years | 40.51 | 62.53 | 65% |