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FWGIX vs THOAX
FWGIX vs THOAX Comparison
Open Charts FWGIX vs THOAX
American Funds Capital World Gr&Inc F3
Price$63.60
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets121.98B
Thornburg Global Opportunities A
Price$38.41
Change+$0.28 (+0.73%)
VolumeN/A
Net Assets1.22B
FWGIX vs THOAX Comparison Chart
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FWGIX vs. THOAX commentary
Apr 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 Buy and THOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 122B vs. THOAX (1.22B). THOAX pays higher dividends than FWGIX: THOAX (2.45) vs FWGIX (1.98). 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 (17.07). 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 : 7.57 vs. FWGIX (2.00). THOAX return over 5 years is better than : 55.36 vs. FWGIX (48.61).
| 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 | 0.531 | 6.635 | 8% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 1.22B | 9,992% |
| Annual Yield % from dividends | 1.98 | 2.45 | 81% |
| Returns for 1 year | 2.00 | 7.57 | 26% |
| Returns for 3 years | 23.64 | 24.66 | 96% |
| Returns for 5 years | 48.61 | 55.36 | 88% |
| Returns for 10 years | N/A | 54.29 | - |
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