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RWIAX vs THOIX
RWIAX vs THOIX Comparison
Open Charts RWIAX vs THOIX
American Funds Capital World Gr&Inc R1
Price$60.01
Change+$3.86 (+6.87%)
VolumeN/A
Net Assets109.46B
Thornburg Global Opportunities I
Price$36.47
Change+$1.98 (+5.74%)
VolumeN/A
Net Assets1.12B
RWIAX vs THOIX Comparison Chart
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RWIAX vs. THOIX commentary
Apr 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 Buy and THOIX is a Hold.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 109B vs. THOIX (1.12B). THOIX pays higher dividends than RWIAX: THOIX (2.74) vs RWIAX (0.91). RWIAX was incepted earlier than THOIX: RWIAX (23 years) vs THOIX (19 years). RWIAX (1.51) is less costly to investors than THOIX (1.08). RWIAX is a more actively managed with annual turnover of: 27.00 vs. THOIX (17.07). RWIAX has a lower initial minimum investment than THOIX: RWIAX (250) vs THOIX (2500000). THOIX annual gain was more profitable for investors over the last year : -4.77 vs. RWIAX (-11.57). THOIX return over 5 years is better than : 51.84 vs. RWIAX (33.93).
| RWIAX | THOIX | RWIAX / THOIX | |
| Total Expense Ratio | 1.51 | 0.99 | 153% |
| Annual Report Gross Expense Ratio | 1.51 | 1.08 | 140% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -10.481 | -4.645 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 1.12B | 9,715% |
| Annual Yield % from dividends | 0.91 | 2.74 | 33% |
| Returns for 1 year | -11.57 | -4.77 | 243% |
| Returns for 3 years | -0.33 | 5.21 | -6% |
| Returns for 5 years | 33.93 | 51.84 | 65% |
| Returns for 10 years | 20.45 | 38.34 | 53% |
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