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CWGCX vs THOFX
CWGCX vs THOFX Comparison
Open Charts CWGCX vs THOFX
American Funds Capital World Gr&Inc C
Price$66.36
Change-$0.70 (-1.04%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities R5
Price$38.31
Change-$0.05 (-0.13%)
VolumeN/A
CapitalizationN/A
CWGCX vs THOFX Comparison Chart
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CWGCX vs. THOFX 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 THOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. THOFX (1.22B). THOFX pays higher dividends than CWGCX: THOFX (1.93) vs CWGCX (1.04). CWGCX was incepted earlier than THOFX: CWGCX (24 years) vs THOFX (17 years). THOFX is a more actively managed with annual turnover of: 128.69 vs. CWGCX (27.00). THOFX has a lower initial minimum investment than CWGCX: THOFX (0) vs CWGCX (250). THOFX annual gain was more profitable for investors over the last year : 22.92 vs. CWGCX (18.22). CWGCX (36.04) and THOFX (35.23) have equivalent 5 years return.
| CWGCX | THOFX | CWGCX / THOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 12.381 | 13.076 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.22B | 10,212% |
| Annual Yield % from dividends | 1.04 | 1.93 | 54% |
| Returns for 1 year | 18.22 | 22.92 | 80% |
| Returns for 3 years | 1.67 | -1.08 | -155% |
| Returns for 5 years | 36.04 | 35.23 | 102% |
| Returns for 10 years | 46.10 | 69.25 | 67% |