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RWIFX vs THOAX
RWIFX vs THOAX Comparison
Open Charts RWIFX vs THOAX
American Funds Capital World Gr&Inc R5
Price$57.97
Change-$3.72 (-6.03%)
VolumeN/A
Net Assets111.7B
Thornburg Global Opportunities A
Price$35.47
Change-$2.11 (-5.61%)
VolumeN/A
Net Assets1.17B
RWIFX vs THOAX Comparison Chart
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RWIFX vs. THOAX commentary
Apr 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 RWIFX is a Hold and THOAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 112B vs. THOAX (1.17B). THOAX pays higher dividends than RWIFX: THOAX (2.45) vs RWIFX (1.93). 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 (17.07). 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 : -0.56 vs. RWIFX (-7.79). THOAX return over 5 years is better than : 69.51 vs. RWIFX (54.22).
| 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 | -8.452 | -1.527 | 554% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 1.17B | 9,548% |
| Annual Yield % from dividends | 1.93 | 2.45 | 79% |
| Returns for 1 year | -7.79 | -0.56 | 1,391% |
| Returns for 3 years | 3.32 | 7.26 | 46% |
| Returns for 5 years | 54.22 | 69.51 | 78% |
| Returns for 10 years | 29.16 | 44.01 | 66% |
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