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FWGIX vs THOIX
FWGIX vs THOIX Comparison
Open Charts FWGIX vs THOIX
American Funds Capital World Gr&Inc F3
Price$60.97
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
Thornburg Global Opportunities I
Price$36.89
Change+$0.30 (+0.82%)
VolumeN/A
Net Assets1.19B
FWGIX vs THOIX Comparison Chart
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FWGIX vs. THOIX commentary
Apr 18, 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 THOIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 117B vs. THOIX (1.19B). THOIX pays higher dividends than FWGIX: THOIX (2.74) vs FWGIX (1.98). FWGIX was incepted earlier than THOIX: FWGIX (8 years) vs THOIX (19 years). THOIX (1.08) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. THOIX (17.07). FWGIX has a lower initial minimum investment than THOIX: FWGIX (1000000) vs THOIX (2500000). THOIX annual gain was more profitable for investors over the last year : 4.76 vs. FWGIX (-0.56). THOIX return over 5 years is better than : 57.58 vs. FWGIX (45.33).
| FWGIX | THOIX | FWGIX / THOIX | |
| Total Expense Ratio | 0.41 | 0.99 | 41% |
| Annual Report Gross Expense Ratio | 0.41 | 1.08 | 38% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | -3.626 | 1.161 | -312% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.19B | 9,865% |
| Annual Yield % from dividends | 1.98 | 2.74 | 72% |
| Returns for 1 year | -0.56 | 4.76 | -12% |
| Returns for 3 years | 11.85 | 12.25 | 97% |
| Returns for 5 years | 45.33 | 57.58 | 79% |
| Returns for 10 years | N/A | 49.83 | - |