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CWGFX vs THOCX
CWGFX vs THOCX Comparison
Open Charts CWGFX vs THOCX
American Funds Capital World Gr&Inc F1
Price$67.04
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities C
Price$35.91
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
CWGFX vs THOCX Comparison Chart
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CWGFX vs. THOCX 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 THOCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. THOCX (1.22B). 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 : 21.50 vs. CWGFX (19.02). CWGFX return over 5 years is better than : 38.62 vs. THOCX (27.13).
| 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 | 13.044 | 11.939 | 109% |
| 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 | 0.59 | 279% |
| Returns for 1 year | 19.02 | 21.50 | 88% |
| Returns for 3 years | 3.12 | -5.46 | -57% |
| Returns for 5 years | 38.62 | 27.13 | 142% |
| Returns for 10 years | 49.28 | 52.01 | 95% |