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RWIFX vs THOAX
RWIFX vs THOAX Comparison
Open Charts RWIFX vs THOAX
American Funds Capital World Gr&Inc R5
Price$67.17
Change-$0.71 (-1.05%)
VolumeN/A
Net Assets129.86B
Thornburg Global Opportunities A
Price$41.00
Change-$0.24 (-0.58%)
VolumeN/A
Net Assets1.29B
RWIFX vs THOAX Comparison Chart
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RWIFX vs. THOAX commentary
May 22, 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: 130B vs. THOAX (1.29B). THOAX pays higher dividends than RWIFX: THOAX (2.45) vs RWIFX (1.91). 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 : 9.42 vs. RWIFX (3.32). THOAX return over 5 years is better than : 66.65 vs. RWIFX (56.14).
| 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 | 6.077 | 13.826 | 44% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 1.29B | 10,046% |
| Annual Yield % from dividends | 1.91 | 2.45 | 78% |
| Returns for 1 year | 3.32 | 9.42 | 35% |
| Returns for 3 years | 32.97 | 35.35 | 93% |
| Returns for 5 years | 56.14 | 66.65 | 84% |
| Returns for 10 years | 45.85 | 60.36 | 76% |
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