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THOAX vs WGIFX
THOAX vs WGIFX Comparison
Open Charts THOAX vs WGIFX
Thornburg Global Opportunities A
Price$42.24
Change-$0.10 (-0.24%)
VolumeN/A
Net Assets1.33B
American Funds Capital World Gr&Inc F2
Price$69.34
Change+$0.21 (+0.30%)
VolumeN/A
Net Assets132.07B
THOAX vs WGIFX Comparison Chart
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THOAX vs. WGIFX commentary
Jun 13, 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 THOAX is a StrongBuy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 132B vs. THOAX (1.33B). THOAX pays higher dividends than WGIFX: THOAX (2.32) vs WGIFX (1.75). THOAX was incepted earlier than WGIFX: THOAX (19 years) vs WGIFX (17 years). THOAX (1.34) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. THOAX (14.91). WGIFX has a lower initial minimum investment than THOAX: WGIFX (250) vs THOAX (5000). THOAX annual gain was more profitable for investors over the last year : 15.24 vs. WGIFX (7.63). THOAX return over 5 years is better than : 59.11 vs. WGIFX (54.62).
| THOAX | WGIFX | THOAX / WGIFX | |
| Total Expense Ratio | 1.34 | 0.52 | 258% |
| Annual Report Gross Expense Ratio | 1.34 | 0.52 | 258% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 17.268 | 10.291 | 168% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 132B | 1% |
| Annual Yield % from dividends | 2.32 | 1.75 | 132% |
| Returns for 1 year | 15.24 | 7.63 | 200% |
| Returns for 3 years | 46.04 | 45.41 | 101% |
| Returns for 5 years | 59.11 | 54.62 | 108% |
| Returns for 10 years | 68.69 | 55.26 | 124% |