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FWGIX vs THOIX
FWGIX vs THOIX Comparison
Open Charts FWGIX vs THOIX
American Funds Capital World Gr&Inc F3
Price$71.15
Change-$0.35 (-0.49%)
VolumeN/A
Net Assets135.74B
Thornburg Global Opportunities I
Price$43.33
Change-$0.10 (-0.23%)
VolumeN/A
Net Assets1.36B
FWGIX vs THOIX Comparison Chart in %
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FWGIX vs. THOIX 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 THOIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. THOIX (1.36B). THOIX pays higher dividends than FWGIX: THOIX (2.48) vs FWGIX (1.77). 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 (14.91). 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 : 14.22 vs. FWGIX (7.24). THOIX return over 5 years is better than : 57.06 vs. FWGIX (50.65).
| 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 | 13.123 | 19.795 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.36B | 9,993% |
| Annual Yield % from dividends | 1.77 | 2.48 | 71% |
| Returns for 1 year | 7.24 | 14.22 | 51% |
| Returns for 3 years | 52.82 | 55.62 | 95% |
| Returns for 5 years | 50.65 | 57.06 | 89% |
| Returns for 10 years | N/A | 72.87 | - |
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