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CWGFX vs THOVX
CWGFX vs THOVX Comparison
Open Charts CWGFX vs THOVX
American Funds Capital World Gr&Inc F1
Price$63.53
Change-$1.75 (-2.68%)
VolumeN/A
Net Assets126.53B
Thornburg Global Opportunities R4
Price$38.88
Change+$0.24 (+0.62%)
VolumeN/A
Net Assets1.29B
CWGFX vs THOVX Comparison Chart
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CWGFX vs. THOVX commentary
Mar 11, 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 StrongBuy and THOVX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. THOVX (1.29B). THOVX pays higher dividends than CWGFX: THOVX (2.37) vs CWGFX (1.54). 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 : 14.86 vs. CWGFX (3.26). THOVX return over 5 years is better than : 49.67 vs. CWGFX (43.85).
| 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 | 2.998 | 8.847 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 1.29B | 9,860% |
| Annual Yield % from dividends | 1.54 | 2.37 | 65% |
| Returns for 1 year | 3.26 | 14.86 | 22% |
| Returns for 3 years | 24.16 | 27.22 | 89% |
| Returns for 5 years | 43.85 | 49.67 | 88% |
| Returns for 10 years | 47.81 | 62.35 | 77% |