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RWIFX vs THOIX
RWIFX vs THOIX Comparison
Open Charts RWIFX vs THOIX
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
Thornburg Global Opportunities I
Price$39.27
Change-$0.26 (-0.66%)
VolumeN/A
Net Assets1.28B
RWIFX vs THOIX Comparison Chart
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RWIFX vs. THOIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. THOIX (1.28B). RWIFX (1.94) and THOIX (1.94) have matching dividends . RWIFX was incepted earlier than THOIX: RWIFX (23 years) vs THOIX (19 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 : 16.21 vs. RWIFX (7.41). THOIX (35.49) and RWIFX (33.89) have equivalent 5 years return.
| RWIFX | THOIX | RWIFX / THOIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 4.358 | 8.571 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.28B | 9,977% |
| Annual Yield % from dividends | 1.94 | 1.94 | 100% |
| Returns for 1 year | 7.41 | 16.21 | 46% |
| Returns for 3 years | 17.26 | 21.56 | 80% |
| Returns for 5 years | 33.89 | 35.49 | 95% |
| Returns for 10 years | 46.04 | 62.53 | 74% |