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RWIFX vs THOIX
RWIFX vs THOIX Comparison
Open Charts RWIFX vs THOIX
American Funds Capital World Gr&Inc R5
Price$67.26
Change-$0.71 (-1.04%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities I
Price$38.25
Change-$0.04 (-0.10%)
VolumeN/A
CapitalizationN/A
RWIFX vs THOIX Comparison Chart
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RWIFX vs. THOIX 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 THOIX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. THOIX (1.22B). 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 : 22.93 vs. RWIFX (19.46). RWIFX return over 5 years is better than : 39.97 vs. THOIX (35.18).
| 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 | 13.399 | 13.099 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.22B | 10,212% |
| Annual Yield % from dividends | 1.94 | 1.94 | 100% |
| Returns for 1 year | 19.46 | 22.93 | 85% |
| Returns for 3 years | 3.86 | -1.09 | -355% |
| Returns for 5 years | 39.97 | 35.18 | 114% |
| Returns for 10 years | 50.91 | 67.27 | 76% |
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