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CWGCX vs THORX
CWGCX vs THORX Comparison
Open Charts CWGCX vs THORX
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
Thornburg Global Opportunities R3
Price$37.10
Change-$1.19 (-3.11%)
VolumeN/A
Net Assets1.28B
CWGCX vs THORX Comparison Chart
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CWGCX vs. THORX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. THORX (1.28B). THORX pays higher dividends than CWGCX: THORX (2.29) vs CWGCX (0.93). 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 (17.07). 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 : 8.08 vs. CWGCX (0.08). THORX return over 5 years is better than : 82.95 vs. CWGCX (64.18).
| 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 | 0.700 | 7.586 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 1.28B | 9,632% |
| Annual Yield % from dividends | 0.93 | 2.29 | 40% |
| Returns for 1 year | 0.08 | 8.08 | 1% |
| Returns for 3 years | 10.58 | 15.99 | 66% |
| Returns for 5 years | 64.18 | 82.95 | 77% |
| Returns for 10 years | 38.58 | 55.64 | 69% |