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CWGFX vs THOFX
CWGFX vs THOFX Comparison
Open Charts CWGFX vs THOFX
American Funds Capital World Gr&Inc F1
Price$63.48
Change-$1.79 (-2.74%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities R5
Price$36.98
Change-$0.84 (-2.22%)
VolumeN/A
CapitalizationN/A
CWGFX vs THOFX Comparison Chart
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CWGFX vs. THOFX 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 THOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 121B 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 : 10.92 vs. CWGFX (8.41). CWGFX return over 5 years is better than : 28.59 vs. THOFX (25.23).
| 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 | 7.579 | 9.150 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.23B | 9,869% |
| Annual Yield % from dividends | 1.64 | 1.93 | 85% |
| Returns for 1 year | 8.41 | 10.92 | 77% |
| Returns for 3 years | 7.04 | 10.30 | 68% |
| Returns for 5 years | 28.59 | 25.23 | 113% |
| Returns for 10 years | 43.77 | 62.53 | 70% |