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FWGIX vs THOAX
FWGIX vs THOAX Comparison
Open Charts FWGIX vs THOAX
American Funds Capital World Gr&Inc F3
Price$67.13
Change-$0.70 (-1.03%)
VolumeN/A
Net Assets129.86B
Thornburg Global Opportunities A
Price$41.00
Change-$0.24 (-0.58%)
VolumeN/A
Net Assets1.29B
FWGIX vs THOAX Comparison Chart
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FWGIX vs. THOAX commentary
May 22, 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: 130B vs. THOAX (1.29B). THOAX pays higher dividends than FWGIX: THOAX (2.45) vs FWGIX (1.96). 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 : 9.42 vs. FWGIX (3.39). THOAX return over 5 years is better than : 66.65 vs. FWGIX (56.38).
| 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 | 6.111 | 13.826 | 44% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 1.29B | 10,046% |
| Annual Yield % from dividends | 1.96 | 2.45 | 80% |
| Returns for 1 year | 3.39 | 9.42 | 36% |
| Returns for 3 years | 33.12 | 35.35 | 94% |
| Returns for 5 years | 56.38 | 66.65 | 85% |
| Returns for 10 years | N/A | 60.36 | - |
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