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FWGIX vs THOGX
FWGIX vs THOGX Comparison
Open Charts FWGIX vs THOGX
American Funds Capital World Gr&Inc F3
Price$59.71
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
Thornburg Global Opportunities R6
Price$36.03
Change-$0.60 (-1.64%)
VolumeN/A
Net Assets1.19B
FWGIX vs THOGX Comparison Chart
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FWGIX vs. THOGX commentary
Apr 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 Hold and THOGX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 117B vs. THOGX (1.19B). THOGX pays higher dividends than FWGIX: THOGX (2.86) vs FWGIX (1.98). FWGIX was incepted earlier than THOGX: FWGIX (8 years) vs THOGX (8 years). THOGX (1.01) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. THOGX (17.07). 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 : -0.47 vs. FWGIX (-3.71). THOGX return over 5 years is better than : 59.21 vs. FWGIX (48.56).
| FWGIX | THOGX | FWGIX / THOGX | |
| Total Expense Ratio | 0.41 | 0.85 | 48% |
| Annual Report Gross Expense Ratio | 0.41 | 1.01 | 41% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | -4.053 | -0.771 | 526% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.19B | 9,865% |
| Annual Yield % from dividends | 1.98 | 2.86 | 69% |
| Returns for 1 year | -3.71 | -0.47 | 788% |
| Returns for 3 years | 10.79 | 10.64 | 101% |
| Returns for 5 years | 48.56 | 59.21 | 82% |
| Returns for 10 years | N/A | N/A | - |
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