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CWGFX vs THOAX
CWGFX vs THOAX Comparison
Open Charts CWGFX vs THOAX
American Funds Capital World Gr&Inc F1
Price$67.04
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities A
Price$38.00
Change-$0.05 (-0.13%)
VolumeN/A
CapitalizationN/A
CWGFX vs THOAX Comparison Chart
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CWGFX vs. THOAX commentary
Nov 18, 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 CWGFX is a Sell and THOAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. THOAX (1.22B). THOAX (1.68) and CWGFX (1.64) have matching dividends . CWGFX was incepted earlier than THOAX: CWGFX (24 years) vs THOAX (18 years). THOAX is a more actively managed with annual turnover of: 128.69 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than THOAX: CWGFX (250) vs THOAX (5000). THOAX annual gain was more profitable for investors over the last year : 22.55 vs. CWGFX (19.02). CWGFX return over 5 years is better than : 38.62 vs. THOAX (33.41).
| CWGFX | THOAX | CWGFX / THOAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 13.044 | 12.760 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.22B | 10,212% |
| Annual Yield % from dividends | 1.64 | 1.68 | 97% |
| Returns for 1 year | 19.02 | 22.55 | 84% |
| Returns for 3 years | 3.12 | -2.09 | -149% |
| Returns for 5 years | 38.62 | 33.41 | 116% |
| Returns for 10 years | 49.28 | 64.01 | 77% |
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