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CWGFX vs THORX
CWGFX vs THORX Comparison
Open Charts CWGFX vs THORX
American Funds Capital World Gr&Inc F1
Price$76.13
Change+$0.49 (+0.65%)
VolumeN/A
Net Assets141.87B
Thornburg Global Opportunities R3
Price$47.45
Change+$0.17 (+0.36%)
VolumeN/A
Net Assets1.53B
CWGFX vs THORX Comparison Chart in %
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CWGFX vs. THORX commentary
Oct 09, 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 THORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. THORX (1.53B). THORX pays higher dividends than CWGFX: THORX (1.87) vs CWGFX (1.35). CWGFX was incepted earlier than THORX: CWGFX (25 years) vs THORX (18 years). THORX (2.49) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. THORX (14.91). 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 : 25.31 vs. CWGFX (12.74). THORX return over 5 years is better than : 55.18 vs. CWGFX (51.64).
| CWGFX | THORX | CWGFX / THORX | |
| Total Expense Ratio | 0.80 | 1.50 | 53% |
| Annual Report Gross Expense Ratio | 0.80 | 2.49 | 32% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 21.364 | 33.324 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.53B | 9,287% |
| Annual Yield % from dividends | 1.35 | 1.87 | 72% |
| Returns for 1 year | 12.74 | 25.31 | 50% |
| Returns for 3 years | 70.07 | 76.27 | 92% |
| Returns for 5 years | 51.64 | 55.18 | 94% |
| Returns for 10 years | 79.54 | 105.61 | 75% |
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