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FWGIX vs THOAX
FWGIX vs THOAX Comparison
Open Charts FWGIX vs THOAX
American Funds Capital World Gr&Inc F3
Price$71.67
Change-$0.17 (-0.24%)
VolumeN/A
Net Assets136.27B
Thornburg Global Opportunities A
Price$43.84
Change+$0.13 (+0.30%)
VolumeN/A
Net Assets1.38B
FWGIX vs THOAX Comparison Chart in %
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FWGIX vs. THOAX commentary
Jul 23, 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 FWGIX is a Hold and THOAX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. THOAX (1.38B). THOAX pays higher dividends than FWGIX: THOAX (2.22) vs FWGIX (1.77). FWGIX was incepted earlier than THOAX: FWGIX (8 years) vs THOAX (19 years). THOAX (1.34) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. THOAX (14.91). THOAX has a lower initial minimum investment than FWGIX: THOAX (5000) vs FWGIX (1000000). THOAX annual gain was more profitable for investors over the last year : 18.16 vs. FWGIX (11.26). THOAX return over 5 years is better than : 53.56 vs. FWGIX (49.23).
| FWGIX | THOAX | FWGIX / THOAX | |
| Total Expense Ratio | 0.41 | 1.34 | 31% |
| Annual Report Gross Expense Ratio | 0.41 | 1.34 | 31% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 14.220 | 21.349 | 67% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.38B | 9,869% |
| Annual Yield % from dividends | 1.77 | 2.22 | 80% |
| Returns for 1 year | 11.26 | 18.16 | 62% |
| Returns for 3 years | 50.59 | 52.61 | 96% |
| Returns for 5 years | 49.23 | 53.56 | 92% |
| Returns for 10 years | N/A | 74.62 | - |