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RWIFX vs THOFX
RWIFX vs THOFX Comparison
Open Charts RWIFX vs THOFX
American Funds Capital World Gr&Inc R5
Price$67.26
Change-$0.71 (-1.04%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities R5
Price$38.31
Change-$0.05 (-0.13%)
VolumeN/A
CapitalizationN/A
RWIFX vs THOFX Comparison Chart
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RWIFX vs. THOFX commentary
Nov 18, 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 Sell and THOFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. THOFX (1.22B). RWIFX (1.94) and THOFX (1.93) have matching dividends . RWIFX was incepted earlier than THOFX: RWIFX (23 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). THOFX annual gain was more profitable for investors over the last year : 22.92 vs. RWIFX (19.46). RWIFX return over 5 years is better than : 39.97 vs. THOFX (35.23).
| RWIFX | THOFX | RWIFX / THOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 13.399 | 13.076 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.22B | 10,212% |
| Annual Yield % from dividends | 1.94 | 1.93 | 101% |
| Returns for 1 year | 19.46 | 22.92 | 85% |
| Returns for 3 years | 3.86 | -1.08 | -357% |
| Returns for 5 years | 39.97 | 35.23 | 113% |
| Returns for 10 years | 50.91 | 69.25 | 74% |