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RWIFX vs THOAX
RWIFX vs THOAX Comparison
Open Charts RWIFX vs THOAX
American Funds Capital World Gr&Inc R5
Price$72.69
Change+$0.93 (+1.30%)
VolumeN/A
Net Assets135.64B
Thornburg Global Opportunities A
Price$45.20
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets1.42B
RWIFX vs THOAX Comparison Chart in %
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RWIFX vs. THOAX commentary
Aug 14, 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 StrongBuy and THOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. THOAX (1.42B). THOAX pays higher dividends than RWIFX: THOAX (2.17) 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 : 25.01 vs. RWIFX (15.43). THOAX (50.52) and RWIFX (48.46) have equivalent 5 years return.
| 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 | 15.452 | 25.486 | 61% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.42B | 9,564% |
| Annual Yield % from dividends | 1.72 | 2.17 | 79% |
| Returns for 1 year | 15.43 | 25.01 | 62% |
| Returns for 3 years | 41.95 | 49.91 | 84% |
| Returns for 5 years | 48.46 | 50.52 | 96% |
| Returns for 10 years | 65.44 | 79.14 | 83% |
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