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RWIAX vs THOVX
RWIAX vs THOVX Comparison
Open Charts RWIAX vs THOVX
American Funds Capital World Gr&Inc R1
Price$60.12
Change+$1.09 (+1.85%)
VolumeN/A
Net Assets115.05B
Thornburg Global Opportunities R4
Price$35.99
Change+$0.60 (+1.70%)
VolumeN/A
Net Assets1.17B
RWIAX vs THOVX Comparison Chart
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RWIAX vs. THOVX commentary
Apr 12, 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 THOVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 115B vs. THOVX (1.17B). THOVX pays higher dividends than RWIAX: THOVX (2.40) vs RWIAX (0.91). RWIAX was incepted earlier than THOVX: RWIAX (23 years) vs THOVX (17 years). THOVX (2.15) is less costly to investors than RWIAX (1.51). RWIAX is a more actively managed with annual turnover of: 27.00 vs. THOVX (17.07). THOVX has a lower initial minimum investment than RWIAX: THOVX (0) vs RWIAX (250). THOVX annual gain was more profitable for investors over the last year : 0.84 vs. RWIAX (-4.95). THOVX return over 5 years is better than : 56.76 vs. RWIAX (43.40).
| RWIAX | THOVX | RWIAX / THOVX | |
| Total Expense Ratio | 1.51 | 1.40 | 108% |
| Annual Report Gross Expense Ratio | 1.51 | 2.15 | 70% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | -4.152 | 0.756 | -549% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 1.17B | 9,863% |
| Annual Yield % from dividends | 0.91 | 2.40 | 38% |
| Returns for 1 year | -4.95 | 0.84 | -590% |
| Returns for 3 years | 8.73 | 11.16 | 78% |
| Returns for 5 years | 43.40 | 56.76 | 76% |
| Returns for 10 years | 29.21 | 45.04 | 65% |
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