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THOAX vs WGIFX
THOAX vs WGIFX Comparison
Open Charts THOAX vs WGIFX
Thornburg Global Opportunities A
Price$45.86
Change+$0.13 (+0.28%)
VolumeN/A
Net Assets1.45B
American Funds Capital World Gr&Inc F2
Price$72.82
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets136.94B
THOAX vs WGIFX Comparison Chart in %
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THOAX vs. WGIFX commentary
Sep 07, 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 (1.45B). THOAX pays higher dividends than WGIFX: THOAX (2.08) vs WGIFX (1.64). 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 : 24.39 vs. WGIFX (13.44). THOAX return over 5 years is better than : 52.72 vs. WGIFX (48.42).
| 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 | 27.318 | 16.367 | 167% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 137B | 1% |
| Annual Yield % from dividends | 2.08 | 1.64 | 127% |
| Returns for 1 year | 24.39 | 13.44 | 181% |
| Returns for 3 years | 62.80 | 55.06 | 114% |
| Returns for 5 years | 52.72 | 48.42 | 109% |
| Returns for 10 years | 92.67 | 77.16 | 120% |
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