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THOCX vs WGIFX
THOCX vs WGIFX Comparison
Open Charts THOCX vs WGIFX
Thornburg Global Opportunities C
Price$36.68
Change+$0.48 (+1.33%)
VolumeN/A
Net Assets1.25B
American Funds Capital World Gr&Inc F2
Price$66.24
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
THOCX vs WGIFX Comparison Chart
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THOCX vs. WGIFX commentary
Jan 31, 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 THOCX is a StrongBuy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 128B vs. THOCX (1.25B). WGIFX pays higher dividends than THOCX: WGIFX (1.90) vs THOCX (0.59). THOCX was incepted earlier than WGIFX: THOCX (19 years) vs WGIFX (17 years). THOCX is a more actively managed with annual turnover of: 128.69 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than THOCX: WGIFX (250) vs THOCX (5000). THOCX annual gain was more profitable for investors over the last year : 17.02 vs. WGIFX (11.83). WGIFX return over 5 years is better than : 37.03 vs. THOCX (30.34).
| THOCX | WGIFX | THOCX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 6.970 | 4.397 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 128B | 1% |
| Annual Yield % from dividends | 0.59 | 1.90 | 31% |
| Returns for 1 year | 17.02 | 11.83 | 144% |
| Returns for 3 years | 11.93 | 13.86 | 86% |
| Returns for 5 years | 30.34 | 37.03 | 82% |
| Returns for 10 years | 56.05 | 51.14 | 110% |