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CWGFX vs THOVX
CWGFX vs THOVX Comparison
Open Charts CWGFX vs THOVX
American Funds Capital World Gr&Inc F1
Price$60.68
Change+$1.10 (+1.85%)
VolumeN/A
Net Assets115.05B
Thornburg Global Opportunities R4
Price$35.99
Change+$0.60 (+1.70%)
VolumeN/A
Net Assets1.17B
CWGFX vs THOVX Comparison Chart
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CWGFX vs. THOVX commentary
Apr 12, 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 THOVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 115B vs. THOVX (1.17B). THOVX pays higher dividends than CWGFX: THOVX (2.40) vs CWGFX (1.59). CWGFX was incepted earlier than THOVX: CWGFX (24 years) vs THOVX (17 years). THOVX (2.15) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. THOVX (17.07). 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 : 0.84 vs. CWGFX (-4.23). THOVX return over 5 years is better than : 56.76 vs. CWGFX (46.90).
| CWGFX | THOVX | CWGFX / THOVX | |
| Total Expense Ratio | 0.80 | 1.40 | 57% |
| Annual Report Gross Expense Ratio | 0.80 | 2.15 | 37% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | -3.981 | 0.756 | -527% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 1.17B | 9,863% |
| Annual Yield % from dividends | 1.59 | 2.40 | 66% |
| Returns for 1 year | -4.23 | 0.84 | -504% |
| Returns for 3 years | 10.51 | 11.16 | 94% |
| Returns for 5 years | 46.90 | 56.76 | 83% |
| Returns for 10 years | 32.44 | 45.04 | 72% |
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