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CWGCX vs THOIX
CWGCX vs THOIX Comparison
Open Charts CWGCX vs THOIX
American Funds Capital World Gr&Inc C
Price$66.36
Change-$0.70 (-1.04%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities I
Price$38.25
Change-$0.04 (-0.10%)
VolumeN/A
CapitalizationN/A
CWGCX vs THOIX Comparison Chart
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CWGCX vs. THOIX 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 THOIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. THOIX (1.22B). THOIX pays higher dividends than CWGCX: THOIX (1.94) vs CWGCX (1.04). CWGCX was incepted earlier than THOIX: CWGCX (24 years) vs THOIX (18 years). THOIX is a more actively managed with annual turnover of: 128.69 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than THOIX: CWGCX (250) vs THOIX (2500000). THOIX annual gain was more profitable for investors over the last year : 22.93 vs. CWGCX (18.22). CWGCX (36.04) and THOIX (35.18) have equivalent 5 years return.
| CWGCX | THOIX | CWGCX / THOIX | |
| 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 | 13.099 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.22B | 10,212% |
| Annual Yield % from dividends | 1.04 | 1.94 | 54% |
| Returns for 1 year | 18.22 | 22.93 | 79% |
| Returns for 3 years | 1.67 | -1.09 | -154% |
| Returns for 5 years | 36.04 | 35.18 | 102% |
| Returns for 10 years | 46.10 | 67.27 | 69% |