Ad is loading...
RWIHX vs THOAX
RWIHX vs THOAX Comparison
Open Charts RWIHX vs THOAX
American Funds Capital World Gr&Inc R5E
Price$57.82
Change-$3.71 (-6.03%)
VolumeN/A
Net Assets111.7B
Thornburg Global Opportunities A
Price$35.47
Change-$2.11 (-5.61%)
VolumeN/A
Net Assets1.17B
RWIHX vs THOAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIHX vs. THOAX commentary
Apr 07, 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 RWIHX is a Hold and THOAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 112B vs. THOAX (1.17B). THOAX pays higher dividends than RWIHX: THOAX (2.45) vs RWIHX (1.84). RWIHX was incepted earlier than THOAX: RWIHX (9 years) vs THOAX (19 years). THOAX (1.34) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. THOAX (17.07). RWIHX has a lower initial minimum investment than THOAX: RWIHX (250) vs THOAX (5000). THOAX annual gain was more profitable for investors over the last year : -0.56 vs. RWIHX (-7.90). THOAX return over 5 years is better than : 69.51 vs. RWIHX (53.66).
| RWIHX | THOAX | RWIHX / THOAX | |
| Total Expense Ratio | 0.56 | 1.34 | 42% |
| Annual Report Gross Expense Ratio | 0.56 | 1.34 | 42% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | -8.481 | -1.527 | 555% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 1.17B | 9,548% |
| Annual Yield % from dividends | 1.84 | 2.45 | 75% |
| Returns for 1 year | -7.90 | -0.56 | 1,411% |
| Returns for 3 years | 3.07 | 7.26 | 42% |
| Returns for 5 years | 53.66 | 69.51 | 77% |
| Returns for 10 years | N/A | 44.01 | - |