Ad is loading...
Ad is loading...
CWGFX vs THOFX
CWGFX vs THOFX Comparison
Open Charts CWGFX vs THOFX
American Funds Capital World Gr&Inc F1
Price$67.04
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities R5
Price$38.31
Change-$0.05 (-0.13%)
VolumeN/A
CapitalizationN/A
CWGFX vs THOFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. THOFX 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 THOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. THOFX (1.22B). 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 : 22.92 vs. CWGFX (19.02). CWGFX return over 5 years is better than : 38.62 vs. THOFX (35.23).
| 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 | 13.044 | 13.076 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.22B | 10,212% |
| Annual Yield % from dividends | 1.64 | 1.93 | 85% |
| Returns for 1 year | 19.02 | 22.92 | 83% |
| Returns for 3 years | 3.12 | -1.08 | -289% |
| Returns for 5 years | 38.62 | 35.23 | 110% |
| Returns for 10 years | 49.28 | 69.25 | 71% |