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CWGFX vs THOFX
CWGFX vs THOFX Comparison
Open Charts CWGFX vs THOFX
American Funds Capital World Gr&Inc F1
Price$60.68
Change+$1.10 (+1.85%)
VolumeN/A
Net Assets115.05B
Thornburg Global Opportunities R5
Price$36.54
Change+$0.60 (+1.67%)
VolumeN/A
Net Assets1.17B
CWGFX vs THOFX Comparison Chart
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CWGFX vs. THOFX commentary
Apr 12, 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 THOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 115B vs. THOFX (1.17B). THOFX pays higher dividends than CWGFX: THOFX (2.73) vs CWGFX (1.59). CWGFX was incepted earlier than THOFX: CWGFX (24 years) vs THOFX (17 years). THOFX (1.35) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. THOFX (17.07). 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 : 1.25 vs. CWGFX (-4.23). THOFX return over 5 years is better than : 60.56 vs. CWGFX (46.90).
| CWGFX | THOFX | CWGFX / THOFX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.80 | 1.35 | 59% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | -3.981 | 0.856 | -465% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 1.17B | 9,863% |
| Annual Yield % from dividends | 1.59 | 2.73 | 58% |
| Returns for 1 year | -4.23 | 1.25 | -338% |
| Returns for 3 years | 10.51 | 12.64 | 83% |
| Returns for 5 years | 46.90 | 60.56 | 77% |
| Returns for 10 years | 32.44 | 49.94 | 65% |