Home › Compare › TBWIX vs ARCC
TBWIX yields 1.62% · ARCC yields 10.65%● Live data
📍 ARCC pulled ahead of the other in Year 1
Combined, TBWIX + ARCC cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of TBWIX + ARCC for your $10,000?
The fund invests primarily in a broad range of foreign equity securities or depositary receipts of foreign equity securities. When considering investments for the fund, the fund's investment advisor combines fundamental research on issuers with analysis of those environmental, social and governance ("ESG") characteristics that the advisor identifies as significant. It may invest in any stock or other equity security which Thornburg believes may assist the fund in pursuing its goal, including common stocks, preferred stocks and publicly traded real estate investment trusts.
Full TBWIX Calculator →Ares Capital Corporation is a business development company specializing in acquisition, recapitalization, mezzanine debt, restructurings, rescue financing, and leveraged buyout transactions of middle market companies. It also makes growth capital and general refinancing. It prefers to make investments in companies engaged in the basic and growth manufacturing, business services, consumer products, health care products and services, and information technology service sectors. The fund will also consider investments in industries such as restaurants, retail, oil and gas, and technology sectors. It focuses on investments in Northeast, Mid-Atlantic, Southeast and Southwest regions from its New York office, the Midwest region, from the Chicago office, and the Western region from the Los Angeles office. The fund typically invests between $20 million and $200 million and a maximum of $400 million in companies with an EBITDA between $10 million and $250 million. It makes debt investments between $10 million and $100 million The fund invests through revolvers, first lien loans, warrants, unitranche structures, second lien loans, mezzanine debt, private high yield, junior capital, subordinated debt, and non-control preferred and common equity. The fund also selectively considers third-party-led senior and subordinated debt financings and opportunistically considers the purchase of stressed and discounted debt positions. The fund prefers to be an agent and/or lead the transactions in which it invests. The fund also seeks board representation in its portfolio companies.
Full ARCC Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.