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CWGCX vs THORX
CWGCX vs THORX Comparison
Open Charts CWGCX vs THORX
American Funds Capital World Gr&Inc C
Price$67.06
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities R3
Price$38.48
Change-$0.04 (-0.10%)
VolumeN/A
CapitalizationN/A
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CWGCX vs THORX Comparison Chart
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CWGCX vs. THORX commentary
Sep 21, 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 StrongBuy and THORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B vs. THORX (1.29B). THORX pays higher dividends than CWGCX: THORX (1.49) vs CWGCX (1.04). CWGCX was incepted earlier than THORX: CWGCX (24 years) vs THORX (17 years). THORX is a more actively managed with annual turnover of: 128.69 vs. CWGCX (27.00). THORX has a lower initial minimum investment than CWGCX: THORX (0) vs CWGCX (250). CWGCX annual gain was more profitable for investors over the last year : 23.77 vs. THORX (20.66). THORX (44.10) and CWGCX (42.84) have equivalent 5 years return.
| CWGCX | THORX | CWGCX / THORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 13.567 | 15.710 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.29B | 9,922% |
| Annual Yield % from dividends | 1.04 | 1.49 | 70% |
| Returns for 1 year | 23.77 | 20.66 | 115% |
| Returns for 3 years | 7.42 | 3.78 | 196% |
| Returns for 5 years | 42.84 | 44.10 | 97% |
| Returns for 10 years | 49.33 | 74.43 | 66% |
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