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CWGFX vs THOIX
CWGFX vs THOIX Comparison
Open Charts CWGFX vs THOIX
American Funds Capital World Gr&Inc F1
Price$67.04
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities I
Price$38.25
Change-$0.04 (-0.10%)
VolumeN/A
CapitalizationN/A
CWGFX vs THOIX Comparison Chart
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CWGFX vs. THOIX 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 THOIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. THOIX (1.22B). THOIX pays higher dividends than CWGFX: THOIX (1.94) vs CWGFX (1.64). CWGFX was incepted earlier than THOIX: CWGFX (24 years) vs THOIX (18 years). THOIX is a more actively managed with annual turnover of: 128.69 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than THOIX: CWGFX (250) vs THOIX (2500000). THOIX annual gain was more profitable for investors over the last year : 22.93 vs. CWGFX (19.02). CWGFX return over 5 years is better than : 38.62 vs. THOIX (35.18).
| CWGFX | THOIX | CWGFX / THOIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 13.044 | 13.099 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.22B | 10,212% |
| Annual Yield % from dividends | 1.64 | 1.94 | 85% |
| Returns for 1 year | 19.02 | 22.93 | 83% |
| Returns for 3 years | 3.12 | -1.09 | -287% |
| Returns for 5 years | 38.62 | 35.18 | 110% |
| Returns for 10 years | 49.28 | 67.27 | 73% |
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