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THOAX vs WGIFX
THOAX vs WGIFX Comparison
Open Charts THOAX vs WGIFX
Thornburg Global Opportunities A
Price$45.20
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets1.42B
American Funds Capital World Gr&Inc F2
Price$72.54
Change+$0.92 (+1.28%)
VolumeN/A
Net Assets137.37B
THOAX vs WGIFX Comparison Chart in %
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THOAX vs. WGIFX commentary
Aug 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 THOAX is a StrongBuy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. THOAX (1.42B). THOAX pays higher dividends than WGIFX: THOAX (2.17) vs WGIFX (1.67). 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 : 25.01 vs. WGIFX (15.32). THOAX (50.52) and WGIFX (48.12) have equivalent 5 years return.
| 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 | 25.486 | 15.380 | 166% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 137B | 1% |
| Annual Yield % from dividends | 2.17 | 1.67 | 130% |
| Returns for 1 year | 25.01 | 15.32 | 163% |
| Returns for 3 years | 49.91 | 41.72 | 120% |
| Returns for 5 years | 50.52 | 48.12 | 105% |
| Returns for 10 years | 79.14 | 64.95 | 122% |