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CWGFX vs THORX
CWGFX vs THORX Comparison
Open Charts CWGFX vs THORX
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets130.16B
Thornburg Global Opportunities R3
Price$38.61
Change-$0.26 (-0.67%)
VolumeN/A
Net Assets1.29B
CWGFX vs THORX Comparison Chart
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CWGFX vs. THORX commentary
Feb 22, 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: 130B vs. THORX (1.29B). 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 : 17.66 vs. CWGFX (10.53). CWGFX return over 5 years is better than : 34.60 vs. THORX (32.62).
| 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 | 5.964 | 9.385 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 1.29B | 10,062% |
| Annual Yield % from dividends | 1.64 | 1.49 | 110% |
| Returns for 1 year | 10.53 | 17.66 | 60% |
| Returns for 3 years | 16.92 | 18.75 | 90% |
| Returns for 5 years | 34.60 | 32.62 | 106% |
| Returns for 10 years | 47.13 | 58.60 | 80% |
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