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CWGCX vs THOAX
CWGCX vs THOAX Comparison
Open Charts CWGCX vs THOAX
American Funds Capital World Gr&Inc C
Price$66.36
Change-$0.70 (-1.04%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities A
Price$38.00
Change-$0.05 (-0.13%)
VolumeN/A
CapitalizationN/A
CWGCX vs THOAX Comparison Chart
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CWGCX vs. THOAX commentary
Nov 18, 2024
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 Sell and THOAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. THOAX (1.22B). THOAX pays higher dividends than CWGCX: THOAX (1.68) vs CWGCX (1.04). CWGCX was incepted earlier than THOAX: CWGCX (24 years) vs THOAX (18 years). THOAX is a more actively managed with annual turnover of: 128.69 vs. CWGCX (27.00). 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 : 22.55 vs. CWGCX (18.22). CWGCX return over 5 years is better than : 36.04 vs. THOAX (33.41).
| CWGCX | THOAX | CWGCX / THOAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 12.381 | 12.760 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.22B | 10,212% |
| Annual Yield % from dividends | 1.04 | 1.68 | 62% |
| Returns for 1 year | 18.22 | 22.55 | 81% |
| Returns for 3 years | 1.67 | -2.09 | -80% |
| Returns for 5 years | 36.04 | 33.41 | 108% |
| Returns for 10 years | 46.10 | 64.01 | 72% |
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