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CWGFX vs THORX
CWGFX vs THORX Comparison
Open Charts CWGFX vs THORX
American Funds Capital World Gr&Inc F1
Price$67.69
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities R3
Price$38.48
Change-$0.04 (-0.10%)
VolumeN/A
CapitalizationN/A
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CWGFX vs THORX Comparison Chart
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CWGFX vs. THORX commentary
Sep 21, 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 THORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B 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). CWGFX annual gain was more profitable for investors over the last year : 24.64 vs. THORX (20.66). CWGFX (45.58) and THORX (44.10) have equivalent 5 years return.
| 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 | 14.140 | 15.710 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.29B | 9,922% |
| Annual Yield % from dividends | 1.64 | 1.49 | 110% |
| Returns for 1 year | 24.64 | 20.66 | 119% |
| Returns for 3 years | 8.96 | 3.78 | 237% |
| Returns for 5 years | 45.58 | 44.10 | 103% |
| Returns for 10 years | 52.63 | 74.43 | 71% |
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