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RWBEX vs THOCX
RWBEX vs THOCX Comparison
Open Charts RWBEX vs THOCX
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Thornburg Global Opportunities C
Price$41.08
Change+$0.28 (+0.69%)
VolumeN/A
Net Assets1.36B
RWBEX vs THOCX Comparison Chart in %
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RWBEX vs. THOCX 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 THOCX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. THOCX (1.36B). THOCX pays higher dividends than RWBEX: THOCX (1.39) vs RWBEX (1.06). RWBEX was incepted earlier than THOCX: RWBEX (11 years) vs THOCX (19 years). THOCX (2.17) is less costly to investors than RWBEX (1.21). RWBEX is a more actively managed with annual turnover of: 27.00 vs. THOCX (14.91). RWBEX has a lower initial minimum investment than THOCX: RWBEX (250) vs THOCX (5000). THOCX annual gain was more profitable for investors over the last year : 15.41 vs. RWBEX (8.84). THOCX (51.72) and RWBEX (50.51) have equivalent 5 years return.
| RWBEX | THOCX | RWBEX / THOCX | |
| Total Expense Ratio | 1.21 | 2.17 | 56% |
| Annual Report Gross Expense Ratio | 1.21 | 2.17 | 56% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 13.307 | 19.802 | 67% |
| Front Load | N/A | N/A | - |
| 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 | 1.39 | 76% |
| Returns for 1 year | 8.84 | 15.41 | 57% |
| Returns for 3 years | 48.49 | 48.14 | 101% |
| Returns for 5 years | 50.51 | 51.72 | 98% |
| Returns for 10 years | 59.94 | 63.62 | 94% |
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