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RWIAX vs THOIX
RWIAX vs THOIX Comparison
Open Charts RWIAX vs THOIX
American Funds Capital World Gr&Inc R1
Price$65.44
Change-$0.88 (-1.33%)
VolumeN/A
Net Assets128.43B
Thornburg Global Opportunities I
Price$39.27
Change-$0.26 (-0.66%)
VolumeN/A
Net Assets1.28B
RWIAX vs THOIX Comparison Chart
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RWIAX vs. THOIX 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 THOIX is a Hold.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 128B vs. THOIX (1.28B). THOIX pays higher dividends than RWIAX: THOIX (1.94) vs RWIAX (1.04). RWIAX was incepted earlier than THOIX: RWIAX (23 years) vs THOIX (19 years). THOIX is a more actively managed with annual turnover of: 128.69 vs. RWIAX (27.00). 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 : 16.21 vs. RWIAX (6.22). THOIX return over 5 years is better than : 35.49 vs. RWIAX (29.65).
| RWIAX | THOIX | RWIAX / THOIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 4.204 | 8.571 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.28B | 9,977% |
| Annual Yield % from dividends | 1.04 | 1.94 | 54% |
| Returns for 1 year | 6.22 | 16.21 | 38% |
| Returns for 3 years | 14.76 | 21.56 | 68% |
| Returns for 5 years | 29.65 | 35.49 | 84% |
| Returns for 10 years | 41.15 | 62.53 | 66% |