Interact to see
Advertisement
Advertisement
RWIFX vs THOAX
RWIFX vs THOAX Comparison
Open Charts RWIFX vs THOAX
American Funds Capital World Gr&Inc R5
Price$74.75
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
Thornburg Global Opportunities A
Price$47.32
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets1.51B
RWIFX vs THOAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIFX vs. THOAX commentary
Sep 28, 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 RWIFX is a Buy and THOAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 140B vs. THOAX (1.52B). THOAX pays higher dividends than RWIFX: THOAX (2.08) vs RWIFX (1.69). RWIFX was incepted earlier than THOAX: RWIFX (23 years) vs THOAX (19 years). THOAX (1.34) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. THOAX (14.91). RWIFX has a lower initial minimum investment than THOAX: RWIFX (250) vs THOAX (5000). THOAX annual gain was more profitable for investors over the last year : 22.44 vs. RWIFX (9.77). THOAX return over 5 years is better than : 64.20 vs. RWIFX (56.94).
| RWIFX | THOAX | RWIFX / THOAX | |
| Total Expense Ratio | 0.46 | 1.34 | 34% |
| Annual Report Gross Expense Ratio | 0.46 | 1.34 | 34% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 19.119 | 31.371 | 61% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.52B | 9,241% |
| Annual Yield % from dividends | 1.69 | 2.08 | 81% |
| Returns for 1 year | 9.77 | 22.44 | 44% |
| Returns for 3 years | 71.31 | 79.28 | 90% |
| Returns for 5 years | 56.94 | 64.20 | 89% |
| Returns for 10 years | 92.50 | 118.34 | 78% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement