Ad is loading...
RWIFX vs THOAX
RWIFX vs THOAX Comparison
Open Charts RWIFX vs THOAX
American Funds Capital World Gr&Inc R5
Price$63.66
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities A
Price$37.50
Change-$0.28 (-0.74%)
VolumeN/A
CapitalizationN/A
RWIFX vs THOAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIFX vs. THOAX commentary
Dec 19, 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 Buy and THOAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 130B vs. THOAX (1.24B). 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 : 14.09 vs. RWIFX (12.33). RWIFX return over 5 years is better than : 33.65 vs. THOAX (25.42).
| 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 | 10.727 | 11.276 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 1.24B | 10,518% |
| Annual Yield % from dividends | 1.94 | 1.68 | 115% |
| Returns for 1 year | 12.33 | 14.09 | 88% |
| Returns for 3 years | 10.56 | 11.71 | 90% |
| Returns for 5 years | 33.65 | 25.42 | 132% |
| Returns for 10 years | 49.13 | 61.07 | 80% |