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RWBEX vs THORX
RWBEX vs THORX Comparison
Open Charts RWBEX vs THORX
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Thornburg Global Opportunities R3
Price$42.77
Change+$0.30 (+0.71%)
VolumeN/A
Net Assets1.36B
RWBEX vs THORX Comparison Chart in %
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RWBEX vs. THORX 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 THORX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. THORX (1.36B). THORX pays higher dividends than RWBEX: THORX (2.08) vs RWBEX (1.06). RWBEX was incepted earlier than THORX: RWBEX (11 years) vs THORX (17 years). THORX (2.49) is less costly to investors than RWBEX (1.21). RWBEX is a more actively managed with annual turnover of: 27.00 vs. THORX (14.91). THORX has a lower initial minimum investment than RWBEX: THORX (0) vs RWBEX (250). THORX annual gain was more profitable for investors over the last year : 16.34 vs. RWBEX (8.84). THORX return over 5 years is better than : 58.26 vs. RWBEX (50.51).
| RWBEX | THORX | RWBEX / THORX | |
| Total Expense Ratio | 1.21 | 1.50 | 81% |
| Annual Report Gross Expense Ratio | 1.21 | 2.49 | 49% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 13.307 | 20.174 | 66% |
| 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 | 2.08 | 51% |
| Returns for 1 year | 8.84 | 16.34 | 54% |
| Returns for 3 years | 48.49 | 51.71 | 94% |
| Returns for 5 years | 50.51 | 58.26 | 87% |
| Returns for 10 years | 59.94 | 74.70 | 80% |
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