Ad is loading...
RWIAX vs THORX
RWIAX vs THORX Comparison
Open Charts RWIAX vs THORX
American Funds Capital World Gr&Inc R1
Price$64.07
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets125.76B
Thornburg Global Opportunities R3
Price$36.73
Change+$0.24 (+0.66%)
VolumeN/A
Net Assets1.22B
RWIAX vs THORX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIAX vs. THORX commentary
Jan 19, 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 THORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 126B vs. THORX (1.22B). THORX pays higher dividends than RWIAX: THORX (1.49) vs RWIAX (1.04). RWIAX was incepted earlier than THORX: RWIAX (23 years) vs THORX (17 years). THORX is a more actively managed with annual turnover of: 128.69 vs. RWIAX (27.00). THORX has a lower initial minimum investment than RWIAX: THORX (0) vs RWIAX (250). THORX annual gain was more profitable for investors over the last year : 16.83 vs. RWIAX (10.05). RWIAX return over 5 years is better than : 24.84 vs. THORX (22.73).
| RWIAX | THORX | RWIAX / THORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 2.022 | 3.203 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 1.22B | 10,328% |
| Annual Yield % from dividends | 1.04 | 1.49 | 70% |
| Returns for 1 year | 10.05 | 16.83 | 60% |
| Returns for 3 years | 6.93 | 7.32 | 95% |
| Returns for 5 years | 24.84 | 22.73 | 109% |
| Returns for 10 years | 44.36 | 62.59 | 71% |
View a ticker or compare two or three
VS
VS
Ad is loading...