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FWGIX vs THOVX
FWGIX vs THOVX Comparison
Open Charts FWGIX vs THOVX
American Funds Capital World Gr&Inc F3
Price$63.10
Change+$1.00 (+1.61%)
VolumeN/A
Net Assets119.48B
Thornburg Global Opportunities R4
Price$37.76
Change+$0.40 (+1.07%)
VolumeN/A
Net Assets1.21B
FWGIX vs THOVX Comparison Chart
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FWGIX vs. THOVX commentary
Apr 25, 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: 119B vs. THOVX (1.21B). THOVX pays higher dividends than FWGIX: THOVX (2.40) vs FWGIX (1.98). 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 (17.07). 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 : 6.73 vs. FWGIX (1.81). THOVX return over 5 years is better than : 60.30 vs. FWGIX (52.86).
| 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 | -0.259 | 5.711 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.21B | 9,810% |
| Annual Yield % from dividends | 1.98 | 2.40 | 82% |
| Returns for 1 year | 1.81 | 6.73 | 27% |
| Returns for 3 years | 19.50 | 20.28 | 96% |
| Returns for 5 years | 52.86 | 60.30 | 88% |
| Returns for 10 years | N/A | 51.40 | - |