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CWGFX vs THORX
CWGFX vs THORX Comparison
Open Charts CWGFX vs THORX
American Funds Capital World Gr&Inc F1
Price$66.27
Change+$1.30 (+2.00%)
VolumeN/A
Net Assets124.97B
Thornburg Global Opportunities R3
Price$39.80
Change+$0.73 (+1.87%)
VolumeN/A
Net Assets1.25B
CWGFX vs THORX Comparison Chart
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CWGFX vs. THORX commentary
May 13, 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: 125B vs. THORX (1.25B). THORX pays higher dividends than CWGFX: THORX (2.29) vs CWGFX (1.58). 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 : 7.61 vs. CWGFX (1.78). THORX return over 5 years is better than : 64.65 vs. CWGFX (54.28).
| 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 | 2.807 | 9.778 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.25B | 9,968% |
| Annual Yield % from dividends | 1.58 | 2.29 | 69% |
| Returns for 1 year | 1.78 | 7.61 | 23% |
| Returns for 3 years | 27.78 | 31.83 | 87% |
| Returns for 5 years | 54.28 | 64.65 | 84% |
| Returns for 10 years | 39.60 | 53.65 | 74% |