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CWGFX vs THOCX
CWGFX vs THOCX Comparison
Open Charts CWGFX vs THOCX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
Thornburg Global Opportunities C
Price$35.70
Change-$1.14 (-3.09%)
VolumeN/A
Net Assets1.28B
CWGFX vs THOCX Comparison Chart
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CWGFX vs. THOCX commentary
Apr 04, 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 Buy and THOCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. THOCX (1.28B). CWGFX (1.59) and THOCX (1.54) have matching dividends . CWGFX was incepted earlier than THOCX: CWGFX (24 years) vs THOCX (19 years). THOCX (2.17) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. THOCX (17.07). 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 : 3.92 vs. CWGFX (0.19). THOCX (70.08) and CWGFX (68.06) have equivalent 5 years return.
| CWGFX | THOCX | CWGFX / THOCX | |
| Total Expense Ratio | 0.80 | 2.17 | 37% |
| Annual Report Gross Expense Ratio | 0.80 | 2.17 | 37% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 0.845 | 4.112 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 1.28B | 9,632% |
| Annual Yield % from dividends | 1.59 | 1.54 | 103% |
| Returns for 1 year | 0.19 | 3.92 | 5% |
| Returns for 3 years | 11.40 | 9.79 | 116% |
| Returns for 5 years | 68.06 | 70.08 | 97% |
| Returns for 10 years | 40.90 | 41.28 | 99% |
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