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RWBEX vs THOFX
RWBEX vs THOFX Comparison
Open Charts RWBEX vs THOFX
American Funds Capital World Gr&Inc R2E
Price$72.52
Change+$0.52 (+0.72%)
VolumeN/A
Net Assets137.57B
Thornburg Global Opportunities R5
Price$46.09
Change+$0.22 (+0.48%)
VolumeN/A
Net Assets1.45B
RWBEX vs THOFX Comparison Chart in %
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RWBEX vs. THOFX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 138B vs. THOFX (1.45B). THOFX pays higher dividends than RWBEX: THOFX (2.31) vs RWBEX (1.04). RWBEX was incepted earlier than THOFX: RWBEX (11 years) vs THOFX (18 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 : 24.79 vs. RWBEX (12.64). THOFX return over 5 years is better than : 55.33 vs. RWBEX (44.80).
| 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 | 18 years | - |
| Gain YTD | 15.834 | 27.574 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.45B | 9,511% |
| Annual Yield % from dividends | 1.04 | 2.31 | 45% |
| Returns for 1 year | 12.64 | 24.79 | 51% |
| Returns for 3 years | 52.32 | 64.39 | 81% |
| Returns for 5 years | 44.80 | 55.33 | 81% |
| Returns for 10 years | 72.51 | 98.82 | 73% |
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