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RWIBX vs THOCX
RWIBX vs THOCX Comparison
Open Charts RWIBX vs THOCX
American Funds Capital World Gr&Inc R2
Price$67.90
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
Thornburg Global Opportunities C
Price$39.96
Change+$0.29 (+0.73%)
VolumeN/A
Net Assets1.32B
RWIBX vs THOCX Comparison Chart
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RWIBX vs. THOCX commentary
Jun 07, 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: 131B vs. THOCX (1.32B). THOCX pays higher dividends than RWIBX: THOCX (1.45) vs RWIBX (0.86). 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 (14.91). 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 : 12.24 vs. RWIBX (5.49). THOCX return over 5 years is better than : 44.38 vs. RWIBX (42.11).
| 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 | 8.682 | 16.535 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 0.86 | 1.45 | 59% |
| Returns for 1 year | 5.49 | 12.24 | 45% |
| Returns for 3 years | 26.76 | 29.04 | 92% |
| Returns for 5 years | 42.11 | 44.38 | 95% |
| Returns for 10 years | 48.90 | 55.31 | 88% |