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THOCX vs WGIFX
THOCX vs WGIFX Comparison
Open Charts THOCX vs WGIFX
Thornburg Global Opportunities C
Price$43.24
Change+$0.10 (+0.23%)
VolumeN/A
Net Assets1.45B
American Funds Capital World Gr&Inc F2
Price$72.69
Change-$0.42 (-0.57%)
VolumeN/A
Net Assets136.73B
THOCX vs WGIFX Comparison Chart in %
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THOCX vs. WGIFX commentary
Sep 01, 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: 137B vs. THOCX (1.45B). WGIFX pays higher dividends than THOCX: WGIFX (1.64) vs THOCX (1.31). THOCX was incepted earlier than WGIFX: THOCX (19 years) vs WGIFX (17 years). THOCX (2.17) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. THOCX (14.91). 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 : 20.82 vs. WGIFX (10.02). WGIFX return over 5 years is better than : 44.67 vs. THOCX (41.11).
| THOCX | WGIFX | THOCX / WGIFX | |
| Total Expense Ratio | 2.17 | 0.52 | 417% |
| Annual Report Gross Expense Ratio | 2.17 | 0.52 | 417% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 26.101 | 15.619 | 167% |
| Front Load | N/A | 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 | 1.31 | 1.64 | 80% |
| Returns for 1 year | 20.82 | 10.02 | 208% |
| Returns for 3 years | 54.09 | 51.11 | 106% |
| Returns for 5 years | 41.11 | 44.67 | 92% |
| Returns for 10 years | 79.85 | 79.88 | 100% |
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