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CWGFX vs THOAX
CWGFX vs THOAX Comparison
Open Charts CWGFX vs THOAX
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
Thornburg Global Opportunities A
Price$39.10
Change-$0.26 (-0.66%)
VolumeN/A
Net Assets1.28B
CWGFX vs THOAX Comparison Chart
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CWGFX vs. THOAX commentary
Feb 23, 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 StrongBuy and THOAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. THOAX (1.28B). THOAX (1.68) and CWGFX (1.64) have matching dividends . CWGFX was incepted earlier than THOAX: CWGFX (24 years) vs THOAX (19 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 : 15.85 vs. CWGFX (7.04). THOAX (33.26) and CWGFX (32.49) have equivalent 5 years return.
| CWGFX | THOAX | CWGFX / THOAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 4.307 | 8.551 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.28B | 9,977% |
| Annual Yield % from dividends | 1.64 | 1.68 | 97% |
| Returns for 1 year | 7.04 | 15.85 | 44% |
| Returns for 3 years | 16.46 | 20.37 | 81% |
| Returns for 5 years | 32.49 | 33.26 | 98% |
| Returns for 10 years | 44.44 | 59.33 | 75% |
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