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CWGCX vs THORX
CWGCX vs THORX Comparison
Open Charts CWGCX vs THORX
American Funds Capital World Gr&Inc C
Price$72.18
Change+$0.35 (+0.49%)
VolumeN/A
Net Assets136.73B
Thornburg Global Opportunities R3
Price$44.95
Change-$0.13 (-0.29%)
VolumeN/A
Net Assets1.45B
CWGCX vs THORX Comparison Chart in %
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CWGCX vs. THORX commentary
Aug 29, 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 StrongBuy and THORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. THORX (1.45B). THORX pays higher dividends than CWGCX: THORX (2.03) vs CWGCX (0.84). CWGCX was incepted earlier than THORX: CWGCX (24 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 : 21.84 vs. CWGCX (9.77). THORX return over 5 years is better than : 47.30 vs. CWGCX (40.49).
| 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 | 18 years | - |
| Gain YTD | 15.584 | 26.665 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.45B | 9,435% |
| Annual Yield % from dividends | 0.84 | 2.03 | 41% |
| Returns for 1 year | 9.77 | 21.84 | 45% |
| Returns for 3 years | 46.73 | 56.83 | 82% |
| Returns for 5 years | 40.49 | 47.30 | 86% |
| Returns for 10 years | 70.06 | 87.22 | 80% |
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