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FWGIX vs THORX
FWGIX vs THORX Comparison
Open Charts FWGIX vs THORX
American Funds Capital World Gr&Inc F3
Price$67.82
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities R3
Price$38.48
Change-$0.04 (-0.10%)
VolumeN/A
CapitalizationN/A
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FWGIX vs THORX Comparison Chart
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FWGIX vs. THORX commentary
Sep 21, 2024
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 THORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. THORX (1.29B). FWGIX pays higher dividends than THORX: FWGIX (1.99) vs THORX (1.49). FWGIX was incepted earlier than THORX: FWGIX (8 years) vs THORX (17 years). THORX is a more actively managed with annual turnover of: 128.69 vs. FWGIX (27.00). THORX has a lower initial minimum investment than FWGIX: THORX (0) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 25.16 vs. THORX (20.66). FWGIX return over 5 years is better than : 47.14 vs. THORX (44.10).
| FWGIX | THORX | FWGIX / THORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 14.462 | 15.710 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.29B | 9,922% |
| Annual Yield % from dividends | 1.99 | 1.49 | 134% |
| Returns for 1 year | 25.16 | 20.66 | 122% |
| Returns for 3 years | 9.83 | 3.78 | 260% |
| Returns for 5 years | 47.14 | 44.10 | 107% |
| Returns for 10 years | N/A | 74.43 | - |