Interact to see
Advertisement
Advertisement
FWGIX vs THOFX
FWGIX vs THOFX Comparison
Open Charts FWGIX vs THOFX
American Funds Capital World Gr&Inc F3
Price$71.15
Change-$0.35 (-0.49%)
VolumeN/A
Net Assets135.74B
Thornburg Global Opportunities R5
Price$43.41
Change-$0.10 (-0.23%)
VolumeN/A
Net Assets1.36B
FWGIX vs THOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. THOFX commentary
Jul 16, 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 THOFX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. THOFX (1.36B). THOFX pays higher dividends than FWGIX: THOFX (2.46) vs FWGIX (1.77). FWGIX was incepted earlier than THOFX: FWGIX (8 years) vs THOFX (17 years). THOFX (1.35) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. THOFX (14.91). THOFX has a lower initial minimum investment than FWGIX: THOFX (0) vs FWGIX (1000000). THOFX annual gain was more profitable for investors over the last year : 14.21 vs. FWGIX (7.24). THOFX return over 5 years is better than : 57.09 vs. FWGIX (50.65).
| FWGIX | THOFX | FWGIX / THOFX | |
| Total Expense Ratio | 0.41 | 0.99 | 41% |
| Annual Report Gross Expense Ratio | 0.41 | 1.35 | 30% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 13.123 | 19.818 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.36B | 9,993% |
| Annual Yield % from dividends | 1.77 | 2.46 | 72% |
| Returns for 1 year | 7.24 | 14.21 | 51% |
| Returns for 3 years | 52.82 | 55.64 | 95% |
| Returns for 5 years | 50.65 | 57.09 | 89% |
| Returns for 10 years | N/A | 74.89 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement