Interact to see
Advertisement
Advertisement
FWGIX vs THOVX
FWGIX vs THOVX Comparison
Open Charts FWGIX vs THOVX
American Funds Capital World Gr&Inc F3
Price$67.13
Change-$0.70 (-1.03%)
VolumeN/A
Net Assets129.86B
Thornburg Global Opportunities R4
Price$40.64
Change-$0.24 (-0.59%)
VolumeN/A
Net Assets1.29B
FWGIX vs THOVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. THOVX commentary
May 22, 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 THOVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 130B vs. THOVX (1.29B). THOVX pays higher dividends than FWGIX: THOVX (2.40) vs FWGIX (1.96). FWGIX was incepted earlier than THOVX: FWGIX (8 years) vs THOVX (17 years). THOVX (2.15) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. THOVX (14.91). THOVX has a lower initial minimum investment than FWGIX: THOVX (0) vs FWGIX (1000000). THOVX annual gain was more profitable for investors over the last year : 9.30 vs. FWGIX (3.39). THOVX return over 5 years is better than : 65.43 vs. FWGIX (56.38).
| FWGIX | THOVX | FWGIX / THOVX | |
| Total Expense Ratio | 0.41 | 1.40 | 29% |
| Annual Report Gross Expense Ratio | 0.41 | 2.15 | 19% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 6.111 | 13.774 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 1.29B | 10,046% |
| Annual Yield % from dividends | 1.96 | 2.40 | 82% |
| Returns for 1 year | 3.39 | 9.30 | 36% |
| Returns for 3 years | 33.12 | 34.82 | 95% |
| Returns for 5 years | 56.38 | 65.43 | 86% |
| Returns for 10 years | N/A | 60.08 | - |