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RWIBX vs THOCX
RWIBX vs THOCX Comparison
Open Charts RWIBX vs THOCX
American Funds Capital World Gr&Inc R2
Price$62.09
Change+$0.97 (+1.59%)
VolumeN/A
Net Assets119.48B
Thornburg Global Opportunities C
Price$35.79
Change+$0.77 (+2.20%)
VolumeN/A
Net Assets1.19B
RWIBX vs THOCX Comparison Chart
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RWIBX vs. THOCX commentary
Apr 25, 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 RWIBX is a Buy and THOCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 119B vs. THOCX (1.19B). THOCX pays higher dividends than RWIBX: THOCX (1.54) vs RWIBX (0.92). RWIBX was incepted earlier than THOCX: RWIBX (23 years) vs THOCX (19 years). THOCX (2.17) is less costly to investors than RWIBX (1.51). RWIBX is a more actively managed with annual turnover of: 27.00 vs. THOCX (17.07). RWIBX has a lower initial minimum investment than THOCX: RWIBX (250) vs THOCX (5000). THOCX annual gain was more profitable for investors over the last year : 2.76 vs. RWIBX (-2.26). THOCX return over 5 years is better than : 47.98 vs. RWIBX (42.95).
| RWIBX | THOCX | RWIBX / THOCX | |
| Total Expense Ratio | 1.51 | 2.17 | 70% |
| Annual Report Gross Expense Ratio | 1.51 | 2.17 | 70% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -3.466 | 2.129 | -163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.19B | 10,000% |
| Annual Yield % from dividends | 0.92 | 1.54 | 60% |
| Returns for 1 year | -2.26 | 2.76 | -82% |
| Returns for 3 years | 12.76 | 13.16 | 97% |
| Returns for 5 years | 42.95 | 47.98 | 90% |
| Returns for 10 years | 28.25 | 35.50 | 80% |
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