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CWGFX vs THOVX
CWGFX vs THOVX Comparison
Open Charts CWGFX vs THOVX
American Funds Capital World Gr&Inc F1
Price$67.04
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities R4
Price$37.67
Change-$0.05 (-0.13%)
VolumeN/A
CapitalizationN/A
CWGFX vs THOVX Comparison Chart
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CWGFX vs. THOVX commentary
Nov 18, 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 Sell and THOVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. THOVX (1.22B). CWGFX (1.64) and THOVX (1.58) have matching dividends . CWGFX was incepted earlier than THOVX: CWGFX (24 years) vs THOVX (17 years). THOVX is a more actively managed with annual turnover of: 128.69 vs. CWGFX (27.00). THOVX has a lower initial minimum investment than CWGFX: THOVX (0) vs CWGFX (250). THOVX annual gain was more profitable for investors over the last year : 22.42 vs. CWGFX (19.02). CWGFX return over 5 years is better than : 38.62 vs. THOVX (33.02).
| CWGFX | THOVX | CWGFX / THOVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 13.044 | 12.683 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.22B | 10,212% |
| Annual Yield % from dividends | 1.64 | 1.58 | 104% |
| Returns for 1 year | 19.02 | 22.42 | 85% |
| Returns for 3 years | 3.12 | -2.55 | -123% |
| Returns for 5 years | 38.62 | 33.02 | 117% |
| Returns for 10 years | 49.28 | 63.75 | 77% |