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CWGFX vs THORX
CWGFX vs THORX Comparison
Open Charts CWGFX vs THORX
American Funds Capital World Gr&Inc F1
Price$71.57
Change+$0.09 (+0.13%)
VolumeN/A
Net Assets135.95B
Thornburg Global Opportunities R3
Price$42.93
Change+$0.13 (+0.30%)
VolumeN/A
Net Assets1.37B
CWGFX vs THORX Comparison Chart in %
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CWGFX vs. THORX commentary
Jul 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 Buy and THORX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. THORX (1.37B). THORX pays higher dividends than CWGFX: THORX (2.08) vs CWGFX (1.42). CWGFX was incepted earlier than THORX: CWGFX (24 years) vs THORX (17 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 : 15.50 vs. CWGFX (8.90). THORX return over 5 years is better than : 52.59 vs. CWGFX (48.95).
| CWGFX | THORX | CWGFX / THORX | |
| Total Expense Ratio | 0.80 | 1.50 | 53% |
| Annual Report Gross Expense Ratio | 0.80 | 2.49 | 32% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 13.665 | 20.258 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.37B | 9,949% |
| Annual Yield % from dividends | 1.42 | 2.08 | 68% |
| Returns for 1 year | 8.90 | 15.50 | 57% |
| Returns for 3 years | 52.44 | 53.36 | 98% |
| Returns for 5 years | 48.95 | 52.59 | 93% |
| Returns for 10 years | 58.18 | 68.75 | 85% |
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