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RWBEX vs THOAX
RWBEX vs THOAX Comparison
Open Charts RWBEX vs THOAX
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Thornburg Global Opportunities A
Price$43.33
Change+$0.30 (+0.70%)
VolumeN/A
Net Assets1.36B
RWBEX vs THOAX Comparison Chart in %
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RWBEX vs. THOAX commentary
Jul 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 RWBEX is a Buy and THOAX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. THOAX (1.36B). THOAX pays higher dividends than RWBEX: THOAX (2.22) vs RWBEX (1.06). RWBEX was incepted earlier than THOAX: RWBEX (11 years) vs THOAX (19 years). THOAX (1.34) is less costly to investors than RWBEX (1.21). RWBEX is a more actively managed with annual turnover of: 27.00 vs. THOAX (14.91). RWBEX has a lower initial minimum investment than THOAX: RWBEX (250) vs THOAX (5000). THOAX annual gain was more profitable for investors over the last year : 16.55 vs. RWBEX (8.84). THOAX return over 5 years is better than : 60.29 vs. RWBEX (50.51).
| RWBEX | THOAX | RWBEX / THOAX | |
| Total Expense Ratio | 1.21 | 1.34 | 90% |
| Annual Report Gross Expense Ratio | 1.21 | 1.34 | 90% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 13.307 | 20.294 | 66% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.36B | 9,971% |
| Annual Yield % from dividends | 1.06 | 2.22 | 48% |
| Returns for 1 year | 8.84 | 16.55 | 53% |
| Returns for 3 years | 48.49 | 52.65 | 92% |
| Returns for 5 years | 50.51 | 60.29 | 84% |
| Returns for 10 years | 59.94 | 76.83 | 78% |
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