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FWGIX vs THOAX
FWGIX vs THOAX Comparison
Open Charts FWGIX vs THOAX
American Funds Capital World Gr&Inc F3
Price$57.92
Change-$3.72 (-6.04%)
VolumeN/A
Net Assets111.7B
Thornburg Global Opportunities A
Price$35.47
Change-$2.11 (-5.61%)
VolumeN/A
Net Assets1.17B
FWGIX vs THOAX Comparison Chart
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FWGIX vs. THOAX commentary
Apr 07, 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 Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 112B vs. THOAX (1.17B). 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 : -0.56 vs. FWGIX (-7.75). THOAX return over 5 years is better than : 69.51 vs. FWGIX (54.42).
| 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 | -8.447 | -1.527 | 553% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 1.17B | 9,548% |
| Annual Yield % from dividends | 1.98 | 2.45 | 81% |
| Returns for 1 year | -7.75 | -0.56 | 1,384% |
| Returns for 3 years | 3.43 | 7.26 | 47% |
| Returns for 5 years | 54.42 | 69.51 | 78% |
| Returns for 10 years | N/A | 44.01 | - |