Ad is loading...
FWGIX vs THOCX
FWGIX vs THOCX Comparison
Open Charts FWGIX vs THOCX
American Funds Capital World Gr&Inc F3
Price$63.10
Change+$1.00 (+1.61%)
VolumeN/A
Net Assets119.48B
Thornburg Global Opportunities C
Price$35.79
Change+$0.77 (+2.20%)
VolumeN/A
Net Assets1.19B
FWGIX vs THOCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. THOCX commentary
Apr 25, 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 THOCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 119B vs. THOCX (1.19B). FWGIX pays higher dividends than THOCX: FWGIX (1.98) vs THOCX (1.54). FWGIX was incepted earlier than THOCX: FWGIX (8 years) vs THOCX (19 years). THOCX (2.17) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. THOCX (17.07). THOCX has a lower initial minimum investment than FWGIX: THOCX (5000) vs FWGIX (1000000). THOCX annual gain was more profitable for investors over the last year : 2.76 vs. FWGIX (-1.12). FWGIX (48.45) and THOCX (47.98) have equivalent 5 years return.
| FWGIX | THOCX | FWGIX / THOCX | |
| Total Expense Ratio | 0.41 | 2.17 | 19% |
| Annual Report Gross Expense Ratio | 0.41 | 2.17 | 19% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | -3.136 | 2.129 | -147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.19B | 10,000% |
| Annual Yield % from dividends | 1.98 | 1.54 | 129% |
| Returns for 1 year | -1.12 | 2.76 | -40% |
| Returns for 3 years | 15.72 | 13.16 | 119% |
| Returns for 5 years | 48.45 | 47.98 | 101% |
| Returns for 10 years | N/A | 35.50 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...