Ad is loading...
CWGFX vs THOAX
CWGFX vs THOAX Comparison
Open Charts CWGFX vs THOAX
American Funds Capital World Gr&Inc F1
Price$57.80
Change-$3.71 (-6.03%)
VolumeN/A
Net Assets111.7B
Thornburg Global Opportunities A
Price$35.47
Change-$2.11 (-5.61%)
VolumeN/A
Net Assets1.17B
CWGFX vs THOAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. THOAX commentary
Apr 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 CWGFX is a Hold and THOAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 112B vs. THOAX (1.17B). THOAX pays higher dividends than CWGFX: THOAX (2.45) vs CWGFX (1.59). CWGFX was incepted earlier than THOAX: CWGFX (24 years) vs THOAX (19 years). THOAX (1.34) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. THOAX (17.07). 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 : -0.56 vs. CWGFX (-8.11). THOAX return over 5 years is better than : 69.51 vs. CWGFX (52.42).
| CWGFX | THOAX | CWGFX / THOAX | |
| Total Expense Ratio | 0.80 | 1.34 | 60% |
| Annual Report Gross Expense Ratio | 0.80 | 1.34 | 60% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | -8.539 | -1.527 | 559% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 1.17B | 9,548% |
| Annual Yield % from dividends | 1.59 | 2.45 | 65% |
| Returns for 1 year | -8.11 | -0.56 | 1,449% |
| Returns for 3 years | 2.50 | 7.26 | 34% |
| Returns for 5 years | 52.42 | 69.51 | 75% |
| Returns for 10 years | 27.63 | 44.01 | 63% |
View a ticker or compare two or three
VS
VS
Ad is loading...