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RWIAX vs THORX
RWIAX vs THORX Comparison
Open Charts RWIAX vs THORX
American Funds Capital World Gr&Inc R1
Price$60.95
Change-$2.20 (-3.48%)
VolumeN/A
Net Assets123.19B
Thornburg Global Opportunities R3
Price$37.10
Change-$1.19 (-3.11%)
VolumeN/A
Net Assets1.28B
RWIAX vs THORX Comparison Chart
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RWIAX vs. THORX commentary
Apr 04, 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 THORX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 123B vs. THORX (1.28B). THORX pays higher dividends than RWIAX: THORX (2.29) vs RWIAX (0.91). RWIAX was incepted earlier than THORX: RWIAX (23 years) vs THORX (17 years). THORX (2.49) is less costly to investors than RWIAX (1.51). RWIAX is a more actively managed with annual turnover of: 27.00 vs. THORX (17.07). 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 : 8.08 vs. RWIAX (-0.57). THORX return over 5 years is better than : 82.95 vs. RWIAX (64.09).
| RWIAX | THORX | RWIAX / THORX | |
| Total Expense Ratio | 1.51 | 1.50 | 101% |
| Annual Report Gross Expense Ratio | 1.51 | 2.49 | 61% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 0.678 | 7.586 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 1.28B | 9,632% |
| Annual Yield % from dividends | 0.91 | 2.29 | 40% |
| Returns for 1 year | -0.57 | 8.08 | -7% |
| Returns for 3 years | 9.58 | 15.99 | 60% |
| Returns for 5 years | 64.09 | 82.95 | 77% |
| Returns for 10 years | 37.47 | 55.64 | 67% |
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