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CWGCX vs THOFX
CWGCX vs THOFX Comparison
Open Charts CWGCX vs THOFX
American Funds Capital World Gr&Inc C
Price$62.86
Change-$1.78 (-2.75%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities R5
Price$36.98
Change-$0.84 (-2.22%)
VolumeN/A
CapitalizationN/A
CWGCX vs THOFX Comparison Chart
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CWGCX vs. THOFX commentary
Dec 19, 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 Buy and THOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 121B vs. THOFX (1.23B). 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 : 10.92 vs. CWGCX (7.60). CWGCX (25.90) and THOFX (25.23) 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 | 6.805 | 9.150 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.23B | 9,869% |
| Annual Yield % from dividends | 1.04 | 1.93 | 54% |
| Returns for 1 year | 7.60 | 10.92 | 70% |
| Returns for 3 years | 5.49 | 10.30 | 53% |
| Returns for 5 years | 25.90 | 25.23 | 103% |
| Returns for 10 years | 40.63 | 62.53 | 65% |