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CWGCX vs THOAX
CWGCX vs THOAX Comparison
Open Charts CWGCX vs THOAX
American Funds Capital World Gr&Inc C
Price$58.98
Change-$0.98 (-1.63%)
VolumeN/A
Net Assets116.98B
Thornburg Global Opportunities A
Price$35.70
Change-$0.60 (-1.65%)
VolumeN/A
Net Assets1.19B
CWGCX vs THOAX Comparison Chart
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CWGCX vs. THOAX commentary
Apr 11, 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 CWGCX is a Buy and THOAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 117B vs. THOAX (1.19B). THOAX pays higher dividends than CWGCX: THOAX (2.45) vs CWGCX (0.93). CWGCX was incepted earlier than THOAX: CWGCX (24 years) vs THOAX (19 years). CWGCX (1.49) is less costly to investors than THOAX (1.34). CWGCX is a more actively managed with annual turnover of: 27.00 vs. THOAX (17.07). CWGCX has a lower initial minimum investment than THOAX: CWGCX (250) vs THOAX (5000). THOAX annual gain was more profitable for investors over the last year : -0.94 vs. CWGCX (-11.55). THOAX return over 5 years is better than : 55.27 vs. CWGCX (34.01).
| CWGCX | THOAX | CWGCX / THOAX | |
| Total Expense Ratio | 1.49 | 1.34 | 111% |
| Annual Report Gross Expense Ratio | 1.49 | 1.34 | 111% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | -10.472 | -0.888 | 1,179% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.19B | 9,865% |
| Annual Yield % from dividends | 0.93 | 2.45 | 38% |
| Returns for 1 year | -11.55 | -0.94 | 1,226% |
| Returns for 3 years | -0.30 | 9.08 | -3% |
| Returns for 5 years | 34.01 | 55.27 | 62% |
| Returns for 10 years | 20.56 | 42.05 | 49% |