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RWIFX vs THOIX
RWIFX vs THOIX Comparison
Open Charts RWIFX vs THOIX
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Thornburg Global Opportunities I
Price$42.00
Change-$0.47 (-1.11%)
VolumeN/A
Net Assets1.32B
RWIFX vs THOIX Comparison Chart
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RWIFX vs. THOIX commentary
Jun 15, 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 THOIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. THOIX (1.32B). THOIX pays higher dividends than RWIFX: THOIX (2.59) vs RWIFX (1.80). RWIFX was incepted earlier than THOIX: RWIFX (23 years) vs THOIX (19 years). THOIX (1.08) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. THOIX (14.91). 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 : 14.89 vs. RWIFX (6.65). THOIX return over 5 years is better than : 59.95 vs. RWIFX (53.30).
| RWIFX | THOIX | RWIFX / THOIX | |
| Total Expense Ratio | 0.46 | 0.99 | 46% |
| Annual Report Gross Expense Ratio | 0.46 | 1.08 | 43% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 9.163 | 16.118 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 1.80 | 2.59 | 70% |
| Returns for 1 year | 6.65 | 14.89 | 45% |
| Returns for 3 years | 45.12 | 45.38 | 99% |
| Returns for 5 years | 53.30 | 59.95 | 89% |
| Returns for 10 years | 53.59 | 69.93 | 77% |
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