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CWGFX vs THOCX
CWGFX vs THOCX Comparison
Open Charts CWGFX vs THOCX
American Funds Capital World Gr&Inc F1
Price$65.27
Change-$4.68 (-6.69%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities C
Price$35.36
Change-$0.27 (-0.76%)
VolumeN/A
CapitalizationN/A
CWGFX vs THOCX Comparison Chart
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CWGFX vs. THOCX commentary
Dec 19, 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 Buy and THOCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 130B vs. THOCX (1.24B). CWGFX pays higher dividends than THOCX: CWGFX (1.64) vs THOCX (0.59). CWGFX was incepted earlier than THOCX: CWGFX (24 years) vs THOCX (18 years). THOCX is a more actively managed with annual turnover of: 128.69 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than THOCX: CWGFX (250) vs THOCX (5000). THOCX annual gain was more profitable for investors over the last year : 12.97 vs. CWGFX (12.01). CWGFX return over 5 years is better than : 32.35 vs. THOCX (19.35).
| CWGFX | THOCX | CWGFX / THOCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 10.423 | 10.224 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 1.24B | 10,518% |
| Annual Yield % from dividends | 1.64 | 0.59 | 279% |
| Returns for 1 year | 12.01 | 12.97 | 93% |
| Returns for 3 years | 9.87 | 8.45 | 117% |
| Returns for 5 years | 32.35 | 19.35 | 167% |
| Returns for 10 years | 47.57 | 49.07 | 97% |