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RWIFX vs THOFX
RWIFX vs THOFX Comparison
Open Charts RWIFX vs THOFX
American Funds Capital World Gr&Inc R5
Price$67.87
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities R5
Price$39.30
Change-$0.03 (-0.08%)
VolumeN/A
CapitalizationN/A
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RWIFX vs THOFX Comparison Chart
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RWIFX vs. THOFX commentary
Sep 21, 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 StrongBuy and THOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. THOFX (1.29B). RWIFX (1.94) and THOFX (1.93) have matching dividends . RWIFX was incepted earlier than THOFX: RWIFX (22 years) vs THOFX (17 years). THOFX is a more actively managed with annual turnover of: 128.69 vs. RWIFX (27.00). THOFX has a lower initial minimum investment than RWIFX: THOFX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 25.07 vs. THOFX (21.32). THOFX (47.51) and RWIFX (46.97) have equivalent 5 years return.
| RWIFX | THOFX | RWIFX / THOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 14.428 | 16.086 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.29B | 9,922% |
| Annual Yield % from dividends | 1.94 | 1.93 | 101% |
| Returns for 1 year | 25.07 | 21.32 | 118% |
| Returns for 3 years | 9.73 | 5.67 | 172% |
| Returns for 5 years | 46.97 | 47.51 | 99% |
| Returns for 10 years | 54.30 | 82.23 | 66% |
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