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RWIFX vs THOAX
RWIFX vs THOAX Comparison
Open Charts RWIFX vs THOAX
American Funds Capital World Gr&Inc R5
Price$74.78
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets139.93B
Thornburg Global Opportunities A
Price$47.09
Change-$0.45 (-0.95%)
VolumeN/A
Net Assets1.51B
RWIFX vs THOAX Comparison Chart in %
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RWIFX vs. THOAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 140B vs. THOAX (1.51B). THOAX pays higher dividends than RWIFX: THOAX (1.99) vs RWIFX (1.60). RWIFX was incepted earlier than THOAX: RWIFX (24 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 : 26.39 vs. RWIFX (12.50). THOAX return over 5 years is better than : 54.71 vs. RWIFX (43.18).
| RWIFX | THOAX | RWIFX / THOAX | |
| Total Expense Ratio | 0.46 | 1.34 | 34% |
| Annual Report Gross Expense Ratio | 0.46 | 1.34 | 34% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 19.166 | 30.733 | 62% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.51B | 9,296% |
| Annual Yield % from dividends | 1.60 | 1.99 | 81% |
| Returns for 1 year | 12.50 | 26.39 | 47% |
| Returns for 3 years | 51.93 | 61.44 | 85% |
| Returns for 5 years | 43.18 | 54.71 | 79% |
| Returns for 10 years | 76.03 | 101.07 | 75% |
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