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FWGIX vs THOVX
FWGIX vs THOVX Comparison
Open Charts FWGIX vs THOVX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets132.46B
Thornburg Global Opportunities R4
Price$41.87
Change-$0.09 (-0.21%)
VolumeN/A
Net Assets1.33B
FWGIX vs THOVX Comparison Chart
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FWGIX vs. THOVX commentary
Jun 14, 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: 132B vs. THOVX (1.33B). THOVX pays higher dividends than FWGIX: THOVX (2.27) vs FWGIX (1.85). 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 : 15.12 vs. FWGIX (6.71). THOVX return over 5 years is better than : 57.94 vs. FWGIX (53.53).
| 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 | 9.196 | 17.217 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 1.33B | 9,910% |
| Annual Yield % from dividends | 1.85 | 2.27 | 82% |
| Returns for 1 year | 6.71 | 15.12 | 44% |
| Returns for 3 years | 45.29 | 45.53 | 99% |
| Returns for 5 years | 53.53 | 57.94 | 92% |
| Returns for 10 years | N/A | 68.37 | - |