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RWBEX vs THOFX
RWBEX vs THOFX Comparison
Open Charts RWBEX vs THOFX
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Thornburg Global Opportunities R5
Price$43.65
Change+$0.30 (+0.69%)
VolumeN/A
Net Assets1.36B
RWBEX vs THOFX Comparison Chart in %
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RWBEX vs. THOFX 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 THOFX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. THOFX (1.36B). THOFX pays higher dividends than RWBEX: THOFX (2.46) vs RWBEX (1.06). RWBEX was incepted earlier than THOFX: RWBEX (11 years) vs THOFX (17 years). THOFX (1.35) is less costly to investors than RWBEX (1.21). RWBEX is a more actively managed with annual turnover of: 27.00 vs. THOFX (14.91). THOFX has a lower initial minimum investment than RWBEX: THOFX (0) vs RWBEX (250). THOFX annual gain was more profitable for investors over the last year : 16.93 vs. RWBEX (8.84). THOFX return over 5 years is better than : 62.99 vs. RWBEX (50.51).
| RWBEX | THOFX | RWBEX / THOFX | |
| Total Expense Ratio | 1.21 | 0.99 | 122% |
| Annual Report Gross Expense Ratio | 1.21 | 1.35 | 90% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 13.307 | 20.480 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.36B | 9,971% |
| Annual Yield % from dividends | 1.06 | 2.46 | 43% |
| Returns for 1 year | 8.84 | 16.93 | 52% |
| Returns for 3 years | 48.49 | 54.12 | 90% |
| Returns for 5 years | 50.51 | 62.99 | 80% |
| Returns for 10 years | 59.94 | 82.49 | 73% |
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