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CWGFX vs THORX
CWGFX vs THORX Comparison
Open Charts CWGFX vs THORX
American Funds Capital World Gr&Inc F1
Price$74.52
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets138.65B
Thornburg Global Opportunities R3
Price$46.45
Change-$0.45 (-0.96%)
VolumeN/A
Net Assets1.51B
CWGFX vs THORX Comparison Chart in %
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CWGFX vs. THORX commentary
Nov 20, 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 Hold and THORX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. THORX (1.51B). THORX pays higher dividends than CWGFX: THORX (1.86) vs CWGFX (1.32). 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 : 26.18 vs. CWGFX (12.09). THORX return over 5 years is better than : 52.85 vs. CWGFX (41.29).
| 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 | 18.797 | 30.514 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.51B | 9,230% |
| Annual Yield % from dividends | 1.32 | 1.86 | 71% |
| Returns for 1 year | 12.09 | 26.18 | 46% |
| Returns for 3 years | 50.45 | 60.54 | 83% |
| Returns for 5 years | 41.29 | 52.85 | 78% |
| Returns for 10 years | 73.63 | 98.59 | 75% |
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