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CWGFX vs THOIX
CWGFX vs THOIX Comparison
Open Charts CWGFX vs THOIX
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
Thornburg Global Opportunities I
Price$37.34
Change+$0.25 (+0.67%)
VolumeN/A
Net Assets1.23B
CWGFX vs THOIX Comparison Chart
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CWGFX vs. THOIX commentary
Jan 19, 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 StrongBuy and THOIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. THOIX (1.23B). 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 : 17.45 vs. CWGFX (10.89). CWGFX (27.58) and THOIX (26.35) have equivalent 5 years return.
| 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 | 2.051 | 3.235 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 1.23B | 10,342% |
| Annual Yield % from dividends | 1.64 | 1.94 | 85% |
| Returns for 1 year | 10.89 | 17.45 | 62% |
| Returns for 3 years | 8.51 | 9.08 | 94% |
| Returns for 5 years | 27.58 | 26.35 | 105% |
| Returns for 10 years | 47.73 | 67.89 | 70% |