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CWGFX vs THOIX
CWGFX vs THOIX Comparison
Open Charts CWGFX vs THOIX
American Funds Capital World Gr&Inc F1
Price$64.50
Change-$1.09 (-1.66%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities I
Price$37.57
Change-$0.53 (-1.39%)
VolumeN/A
CapitalizationN/A
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CWGFX vs THOIX Comparison Chart
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CWGFX vs. THOIX commentary
Sep 08, 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 StrongBuy and THOIX is a StrongSell.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 121B vs. THOIX (1.24B). 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). CWGFX annual gain was more profitable for investors over the last year : 17.25 vs. THOIX (16.31). THOIX return over 5 years is better than : 46.50 vs. CWGFX (40.69).
| 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 | 10.290 | 12.655 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.24B | 9,798% |
| Annual Yield % from dividends | 1.64 | 1.94 | 85% |
| Returns for 1 year | 17.25 | 16.31 | 106% |
| Returns for 3 years | 1.53 | -1.18 | -129% |
| Returns for 5 years | 40.69 | 46.50 | 88% |
| Returns for 10 years | 45.42 | 70.59 | 64% |
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