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CWGCX vs THORX
CWGCX vs THORX Comparison
Open Charts CWGCX vs THORX
American Funds Capital World Gr&Inc C
Price$68.12
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
Thornburg Global Opportunities R3
Price$41.58
Change+$0.31 (+0.75%)
VolumeN/A
Net Assets1.32B
CWGCX vs THORX Comparison Chart
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CWGCX vs. THORX commentary
Jun 07, 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: 131B vs. THORX (1.32B). THORX pays higher dividends than CWGCX: THORX (2.17) vs CWGCX (0.87). 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 : 12.26 vs. CWGCX (5.53). THORX return over 5 years is better than : 49.49 vs. CWGCX (42.30).
| 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 | 8.711 | 15.960 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 0.87 | 2.17 | 40% |
| Returns for 1 year | 5.53 | 12.26 | 45% |
| Returns for 3 years | 26.86 | 31.14 | 86% |
| Returns for 5 years | 42.30 | 49.49 | 85% |
| Returns for 10 years | 49.31 | 64.62 | 76% |
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