Ad is loading...
CWGFX vs THOGX
CWGFX vs THOGX Comparison
Open Charts CWGFX vs THOGX
American Funds Capital World Gr&Inc F1
Price$59.58
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
Thornburg Global Opportunities R6
Price$36.03
Change-$0.60 (-1.64%)
VolumeN/A
Net Assets1.19B
CWGFX vs THOGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. THOGX commentary
Apr 11, 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 Hold and THOGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 117B vs. THOGX (1.19B). THOGX pays higher dividends than CWGFX: THOGX (2.86) vs CWGFX (1.59). CWGFX was incepted earlier than THOGX: CWGFX (24 years) vs THOGX (8 years). THOGX (1.01) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. THOGX (17.07). THOGX has a lower initial minimum investment than CWGFX: THOGX (0) vs CWGFX (250). THOGX annual gain was more profitable for investors over the last year : -0.47 vs. CWGFX (-4.10). THOGX return over 5 years is better than : 59.21 vs. CWGFX (46.64).
| CWGFX | THOGX | CWGFX / THOGX | |
| Total Expense Ratio | 0.80 | 0.85 | 94% |
| Annual Report Gross Expense Ratio | 0.80 | 1.01 | 79% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | -4.156 | -0.771 | 539% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.19B | 9,865% |
| Annual Yield % from dividends | 1.59 | 2.86 | 56% |
| Returns for 1 year | -4.10 | -0.47 | 870% |
| Returns for 3 years | 9.79 | 10.64 | 92% |
| Returns for 5 years | 46.64 | 59.21 | 79% |
| Returns for 10 years | 32.33 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...