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FWGIX vs THOGX
FWGIX vs THOGX Comparison
Open Charts FWGIX vs THOGX
American Funds Capital World Gr&Inc F3
Price$66.28
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
Thornburg Global Opportunities R6
Price$39.44
Change-$0.26 (-0.65%)
VolumeN/A
Net Assets1.28B
FWGIX vs THOGX Comparison Chart
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FWGIX vs. THOGX commentary
Feb 23, 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 StrongBuy and THOGX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. THOGX (1.28B). THOGX (2.04) and FWGIX (1.99) have matching dividends . FWGIX was incepted earlier than THOGX: FWGIX (8 years) vs THOGX (8 years). THOGX is a more actively managed with annual turnover of: 128.69 vs. FWGIX (27.00). THOGX has a lower initial minimum investment than FWGIX: THOGX (0) vs FWGIX (1000000). THOGX annual gain was more profitable for investors over the last year : 16.40 vs. FWGIX (7.45). THOGX return over 5 years is better than : 36.63 vs. FWGIX (34.05).
| FWGIX | THOGX | FWGIX / THOGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 4.362 | 8.620 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.28B | 9,977% |
| Annual Yield % from dividends | 1.99 | 2.04 | 97% |
| Returns for 1 year | 7.45 | 16.40 | 45% |
| Returns for 3 years | 17.38 | 22.09 | 79% |
| Returns for 5 years | 34.05 | 36.63 | 93% |
| Returns for 10 years | N/A | N/A | - |
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