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RWIAX vs THORX
RWIAX vs THORX Comparison
Open Charts RWIAX vs THORX
American Funds Capital World Gr&Inc R1
Price$65.44
Change-$0.88 (-1.33%)
VolumeN/A
Net Assets130.16B
Thornburg Global Opportunities R3
Price$38.61
Change-$0.26 (-0.67%)
VolumeN/A
Net Assets1.29B
RWIAX vs THORX Comparison Chart
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RWIAX vs. THORX commentary
Feb 22, 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: 130B vs. THORX (1.29B). 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 : 17.66 vs. RWIAX (9.72). THORX (32.62) and RWIAX (31.73) have equivalent 5 years return.
| 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 | 5.876 | 9.385 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 1.29B | 10,062% |
| Annual Yield % from dividends | 1.04 | 1.49 | 70% |
| Returns for 1 year | 9.72 | 17.66 | 55% |
| Returns for 3 years | 15.22 | 18.75 | 81% |
| Returns for 5 years | 31.73 | 32.62 | 97% |
| Returns for 10 years | 43.81 | 58.60 | 75% |
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