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RWIFX vs THOIX
RWIFX vs THOIX Comparison
Open Charts RWIFX vs THOIX
American Funds Capital World Gr&Inc R5
Price$64.88
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
Thornburg Global Opportunities I
Price$37.34
Change+$0.25 (+0.67%)
VolumeN/A
Net Assets1.23B
RWIFX vs THOIX Comparison Chart
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RWIFX vs. THOIX commentary
Jan 19, 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 THOIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 127B vs. THOIX (1.23B). RWIFX (1.94) and THOIX (1.94) have matching dividends . RWIFX was incepted earlier than THOIX: RWIFX (23 years) vs THOIX (18 years). THOIX is a more actively managed with annual turnover of: 128.69 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than THOIX: RWIFX (250) vs THOIX (2500000). THOIX annual gain was more profitable for investors over the last year : 17.45 vs. RWIFX (11.29). RWIFX return over 5 years is better than : 28.93 vs. THOIX (26.35).
| RWIFX | THOIX | RWIFX / THOIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 2.077 | 3.235 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 1.23B | 10,342% |
| Annual Yield % from dividends | 1.94 | 1.94 | 100% |
| Returns for 1 year | 11.29 | 17.45 | 65% |
| Returns for 3 years | 9.29 | 9.08 | 102% |
| Returns for 5 years | 28.93 | 26.35 | 110% |
| Returns for 10 years | 49.38 | 67.89 | 73% |