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RWIFX vs THOFX
RWIFX vs THOFX Comparison
Open Charts RWIFX vs THOFX
American Funds Capital World Gr&Inc R5
Price$60.87
Change+$1.11 (+1.86%)
VolumeN/A
Net Assets115.05B
Thornburg Global Opportunities R5
Price$36.54
Change+$0.60 (+1.67%)
VolumeN/A
Net Assets1.17B
RWIFX vs THOFX Comparison Chart
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RWIFX vs. THOFX commentary
Apr 12, 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 THOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 115B vs. THOFX (1.17B). THOFX pays higher dividends than RWIFX: THOFX (2.73) vs RWIFX (1.93). RWIFX was incepted earlier than THOFX: RWIFX (23 years) vs THOFX (17 years). THOFX (1.35) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. THOFX (17.07). THOFX has a lower initial minimum investment than RWIFX: THOFX (0) vs RWIFX (250). THOFX annual gain was more profitable for investors over the last year : 1.25 vs. RWIFX (-3.88). THOFX return over 5 years is better than : 60.56 vs. RWIFX (48.63).
| RWIFX | THOFX | RWIFX / THOFX | |
| Total Expense Ratio | 0.46 | 0.99 | 46% |
| Annual Report Gross Expense Ratio | 0.46 | 1.35 | 34% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | -3.872 | 0.856 | -453% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 1.17B | 9,863% |
| Annual Yield % from dividends | 1.93 | 2.73 | 71% |
| Returns for 1 year | -3.88 | 1.25 | -310% |
| Returns for 3 years | 11.42 | 12.64 | 90% |
| Returns for 5 years | 48.63 | 60.56 | 80% |
| Returns for 10 years | 34.05 | 49.94 | 68% |
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