Ad is loading...
CWGFX vs THORX
CWGFX vs THORX Comparison
Open Charts CWGFX vs THORX
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
Thornburg Global Opportunities R3
Price$36.73
Change+$0.24 (+0.66%)
VolumeN/A
Net Assets1.22B
CWGFX vs THORX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. THORX 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 THORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. THORX (1.22B). CWGFX pays higher dividends than THORX: CWGFX (1.64) vs THORX (1.49). CWGFX was incepted earlier than THORX: CWGFX (24 years) vs THORX (17 years). THORX is a more actively managed with annual turnover of: 128.69 vs. CWGFX (27.00). THORX has a lower initial minimum investment than CWGFX: THORX (0) vs CWGFX (250). THORX annual gain was more profitable for investors over the last year : 16.83 vs. CWGFX (10.89). CWGFX return over 5 years is better than : 27.58 vs. THORX (22.73).
| CWGFX | THORX | CWGFX / THORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 2.051 | 3.203 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 1.22B | 10,410% |
| Annual Yield % from dividends | 1.64 | 1.49 | 110% |
| Returns for 1 year | 10.89 | 16.83 | 65% |
| Returns for 3 years | 8.51 | 7.32 | 116% |
| Returns for 5 years | 27.58 | 22.73 | 121% |
| Returns for 10 years | 47.73 | 62.59 | 76% |
View a ticker or compare two or three
VS
VS
Ad is loading...