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RWIFX vs THOAX
RWIFX vs THOAX Comparison
Open Charts RWIFX vs THOAX
American Funds Capital World Gr&Inc R5
Price$69.47
Change+$0.22 (+0.32%)
VolumeN/A
Net Assets132.07B
Thornburg Global Opportunities A
Price$42.24
Change-$0.10 (-0.24%)
VolumeN/A
Net Assets1.33B
RWIFX vs THOAX Comparison Chart
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RWIFX vs. THOAX commentary
Jun 13, 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 RWIFX is a Buy and THOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 132B vs. THOAX (1.33B). THOAX pays higher dividends than RWIFX: THOAX (2.32) vs RWIFX (1.80). RWIFX was incepted earlier than THOAX: RWIFX (23 years) vs THOAX (19 years). THOAX (1.34) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. THOAX (14.91). RWIFX has a lower initial minimum investment than THOAX: RWIFX (250) vs THOAX (5000). THOAX annual gain was more profitable for investors over the last year : 15.24 vs. RWIFX (7.71). THOAX return over 5 years is better than : 59.11 vs. RWIFX (54.95).
| RWIFX | THOAX | RWIFX / THOAX | |
| Total Expense Ratio | 0.46 | 1.34 | 34% |
| Annual Report Gross Expense Ratio | 0.46 | 1.34 | 34% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 10.338 | 17.268 | 60% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 1.33B | 9,910% |
| Annual Yield % from dividends | 1.80 | 2.32 | 78% |
| Returns for 1 year | 7.71 | 15.24 | 51% |
| Returns for 3 years | 45.63 | 46.04 | 99% |
| Returns for 5 years | 54.95 | 59.11 | 93% |
| Returns for 10 years | 55.70 | 68.69 | 81% |
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