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RWIFX vs THOAX
RWIFX vs THOAX Comparison
Open Charts RWIFX vs THOAX
American Funds Capital World Gr&Inc R5
Price$63.65
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets121.98B
Thornburg Global Opportunities A
Price$38.41
Change+$0.28 (+0.73%)
VolumeN/A
Net Assets1.22B
RWIFX vs THOAX Comparison Chart
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RWIFX vs. THOAX commentary
Apr 29, 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: 122B vs. THOAX (1.22B). 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 : 7.57 vs. RWIFX (1.95). THOAX return over 5 years is better than : 55.36 vs. RWIFX (48.42).
| 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 | 0.518 | 6.635 | 8% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 1.22B | 9,992% |
| Annual Yield % from dividends | 1.93 | 2.45 | 79% |
| Returns for 1 year | 1.95 | 7.57 | 26% |
| Returns for 3 years | 23.52 | 24.66 | 95% |
| Returns for 5 years | 48.42 | 55.36 | 87% |
| Returns for 10 years | 39.80 | 54.29 | 73% |