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CWGFX vs THOIX
CWGFX vs THOIX Comparison
Open Charts CWGFX vs THOIX
American Funds Capital World Gr&Inc F1
Price$60.57
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets109.46B
Thornburg Global Opportunities I
Price$36.47
Change+$1.98 (+5.74%)
VolumeN/A
Net Assets1.12B
CWGFX vs THOIX Comparison Chart
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CWGFX vs. THOIX 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 Buy and THOIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 109B vs. THOIX (1.12B). THOIX pays higher dividends than CWGFX: THOIX (2.74) vs CWGFX (1.59). CWGFX was incepted earlier than THOIX: CWGFX (24 years) vs THOIX (19 years). THOIX (1.08) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. THOIX (17.07). 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 : -4.77 vs. CWGFX (-10.91). THOIX return over 5 years is better than : 51.84 vs. CWGFX (37.20).
| CWGFX | THOIX | CWGFX / THOIX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.80 | 1.08 | 74% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | -10.327 | -4.645 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 1.12B | 9,715% |
| Annual Yield % from dividends | 1.59 | 2.74 | 58% |
| Returns for 1 year | -10.91 | -4.77 | 229% |
| Returns for 3 years | 1.33 | 5.21 | 25% |
| Returns for 5 years | 37.20 | 51.84 | 72% |
| Returns for 10 years | 23.45 | 38.34 | 61% |
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