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CWGCX vs THORX
CWGCX vs THORX Comparison
Open Charts CWGCX vs THORX
American Funds Capital World Gr&Inc C
Price$65.56
Change+$1.28 (+1.99%)
VolumeN/A
Net Assets124.97B
Thornburg Global Opportunities R3
Price$39.80
Change+$0.73 (+1.87%)
VolumeN/A
Net Assets1.25B
CWGCX vs THORX Comparison Chart
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CWGCX vs. THORX commentary
May 13, 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 THORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. THORX (1.25B). THORX pays higher dividends than CWGCX: THORX (2.29) vs CWGCX (0.92). CWGCX was incepted earlier than THORX: CWGCX (24 years) vs THORX (17 years). THORX (2.49) is less costly to investors than CWGCX (1.49). CWGCX is a more actively managed with annual turnover of: 27.00 vs. THORX (14.91). THORX has a lower initial minimum investment than CWGCX: THORX (0) vs CWGCX (250). THORX annual gain was more profitable for investors over the last year : 7.61 vs. CWGCX (1.04). THORX return over 5 years is better than : 64.65 vs. CWGCX (50.72).
| CWGCX | THORX | CWGCX / THORX | |
| Total Expense Ratio | 1.49 | 1.50 | 99% |
| Annual Report Gross Expense Ratio | 1.49 | 2.49 | 60% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 2.583 | 9.778 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.25B | 9,968% |
| Annual Yield % from dividends | 0.92 | 2.29 | 40% |
| Returns for 1 year | 1.04 | 7.61 | 14% |
| Returns for 3 years | 25.75 | 31.83 | 81% |
| Returns for 5 years | 50.72 | 64.65 | 78% |
| Returns for 10 years | 36.35 | 53.65 | 68% |
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