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FWGIX vs THOAX
FWGIX vs THOAX Comparison
Open Charts FWGIX vs THOAX
American Funds Capital World Gr&Inc F3
Price$70.82
Change+$0.39 (+0.55%)
VolumeN/A
Net Assets134.85B
Thornburg Global Opportunities A
Price$42.80
Change+$0.30 (+0.71%)
VolumeN/A
Net Assets1.35B
FWGIX vs THOAX Comparison Chart in %
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FWGIX vs. THOAX commentary
Jun 29, 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 StrongBuy and THOAX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 135B vs. THOAX (1.35B). THOAX pays higher dividends than FWGIX: THOAX (2.32) vs FWGIX (1.85). 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 : 16.40 vs. FWGIX (10.08). THOAX return over 5 years is better than : 63.05 vs. FWGIX (58.58).
| 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 | 12.598 | 18.823 | 67% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.35B | 10,022% |
| Annual Yield % from dividends | 1.85 | 2.32 | 80% |
| Returns for 1 year | 10.08 | 16.40 | 61% |
| Returns for 3 years | 48.36 | 47.78 | 101% |
| Returns for 5 years | 58.58 | 63.05 | 93% |
| Returns for 10 years | N/A | 74.48 | - |
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