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CWGFX vs THOFX
CWGFX vs THOFX Comparison
Open Charts CWGFX vs THOFX
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
Thornburg Global Opportunities R5
Price$37.41
Change+$0.25 (+0.67%)
VolumeN/A
Net Assets1.23B
CWGFX vs THOFX Comparison Chart
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CWGFX vs. THOFX commentary
Jan 19, 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 THOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. THOFX (1.23B). THOFX pays higher dividends than CWGFX: THOFX (1.93) vs CWGFX (1.64). CWGFX was incepted earlier than THOFX: CWGFX (24 years) vs THOFX (17 years). THOFX is a more actively managed with annual turnover of: 128.69 vs. CWGFX (27.00). THOFX has a lower initial minimum investment than CWGFX: THOFX (0) vs CWGFX (250). THOFX annual gain was more profitable for investors over the last year : 17.43 vs. CWGFX (10.89). CWGFX (27.58) and THOFX (26.39) have equivalent 5 years return.
| CWGFX | THOFX | CWGFX / THOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 2.051 | 3.257 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 1.23B | 10,342% |
| Annual Yield % from dividends | 1.64 | 1.93 | 85% |
| Returns for 1 year | 10.89 | 17.43 | 62% |
| Returns for 3 years | 8.51 | 9.06 | 94% |
| Returns for 5 years | 27.58 | 26.39 | 105% |
| Returns for 10 years | 47.73 | 69.91 | 68% |
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