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FWGIX vs THOFX
FWGIX vs THOFX Comparison
Open Charts FWGIX vs THOFX
American Funds Capital World Gr&Inc F3
Price$65.14
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.77B
Thornburg Global Opportunities R5
Price$39.85
Change+$0.20 (+0.50%)
VolumeN/A
Net Assets1.25B
FWGIX vs THOFX Comparison Chart
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FWGIX vs. THOFX commentary
May 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. THOFX (1.25B). THOFX pays higher dividends than FWGIX: THOFX (2.72) vs FWGIX (1.96). 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 : 8.35 vs. FWGIX (2.58). THOFX return over 5 years is better than : 62.51 vs. FWGIX (52.78).
| 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 | 2.965 | 9.992 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.25B | 10,016% |
| Annual Yield % from dividends | 1.96 | 2.72 | 72% |
| Returns for 1 year | 2.58 | 8.35 | 31% |
| Returns for 3 years | 31.49 | 35.34 | 89% |
| Returns for 5 years | 52.78 | 62.51 | 84% |
| Returns for 10 years | N/A | 61.88 | - |
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