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CWGCX vs THORX
CWGCX vs THORX Comparison
Open Charts CWGCX vs THORX
American Funds Capital World Gr&Inc C
Price$73.76
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Thornburg Global Opportunities R3
Price$46.53
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets1.49B
CWGCX vs THORX Comparison Chart in %
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CWGCX vs. THORX commentary
Nov 20, 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 Hold and THORX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 139B vs. THORX (1.49B). THORX pays higher dividends than CWGCX: THORX (1.86) vs CWGCX (0.75). CWGCX was incepted earlier than THORX: CWGCX (25 years) vs THORX (18 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 : 27.00 vs. CWGCX (11.34). THORX return over 5 years is better than : 52.93 vs. CWGCX (37.86).
| CWGCX | THORX | CWGCX / THORX | |
| Total Expense Ratio | 1.49 | 1.50 | 99% |
| Annual Report Gross Expense Ratio | 1.49 | 2.49 | 60% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 18.208 | 30.739 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.49B | 9,316% |
| Annual Yield % from dividends | 0.75 | 1.86 | 40% |
| Returns for 1 year | 11.34 | 27.00 | 42% |
| Returns for 3 years | 47.64 | 60.82 | 78% |
| Returns for 5 years | 37.86 | 52.93 | 72% |
| Returns for 10 years | 69.11 | 98.93 | 70% |
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