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RWIFX vs THOAX
RWIFX vs THOAX Comparison
Open Charts RWIFX vs THOAX
American Funds Capital World Gr&Inc R5
Price$67.26
Change-$0.71 (-1.04%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities A
Price$38.00
Change-$0.05 (-0.13%)
VolumeN/A
CapitalizationN/A
RWIFX vs THOAX Comparison Chart
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RWIFX vs. THOAX commentary
Nov 18, 2024
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 Sell and THOAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. THOAX (1.22B). RWIFX pays higher dividends than THOAX: RWIFX (1.94) vs THOAX (1.68). RWIFX was incepted earlier than THOAX: RWIFX (23 years) vs THOAX (18 years). THOAX is a more actively managed with annual turnover of: 128.69 vs. RWIFX (27.00). 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 : 22.55 vs. RWIFX (19.46). RWIFX return over 5 years is better than : 39.97 vs. THOAX (33.41).
| RWIFX | THOAX | RWIFX / THOAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 13.399 | 12.760 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.22B | 10,212% |
| Annual Yield % from dividends | 1.94 | 1.68 | 115% |
| Returns for 1 year | 19.46 | 22.55 | 86% |
| Returns for 3 years | 3.86 | -2.09 | -185% |
| Returns for 5 years | 39.97 | 33.41 | 120% |
| Returns for 10 years | 50.91 | 64.01 | 80% |
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