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RWIFX vs THOAX
RWIFX vs THOAX Comparison
Open Charts RWIFX vs THOAX
American Funds Capital World Gr&Inc R5
Price$71.72
Change-$0.17 (-0.24%)
VolumeN/A
Net Assets136.27B
Thornburg Global Opportunities A
Price$43.84
Change+$0.13 (+0.30%)
VolumeN/A
Net Assets1.38B
RWIFX vs THOAX Comparison Chart in %
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RWIFX vs. THOAX commentary
Jul 23, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. THOAX (1.38B). THOAX pays higher dividends than RWIFX: THOAX (2.22) vs RWIFX (1.72). 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 : 18.16 vs. RWIFX (11.20). THOAX return over 5 years is better than : 53.56 vs. RWIFX (49.01).
| 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 | 14.181 | 21.349 | 66% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.38B | 9,869% |
| Annual Yield % from dividends | 1.72 | 2.22 | 78% |
| Returns for 1 year | 11.20 | 18.16 | 62% |
| Returns for 3 years | 50.41 | 52.61 | 96% |
| Returns for 5 years | 49.01 | 53.56 | 92% |
| Returns for 10 years | 64.31 | 74.62 | 86% |