Ad is loading...
THOFX vs WGIFX
THOFX vs WGIFX Comparison
Open Charts THOFX vs WGIFX
Thornburg Global Opportunities R5
Price$39.85
Change+$0.20 (+0.50%)
VolumeN/A
Net Assets1.25B
American Funds Capital World Gr&Inc F2
Price$65.06
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.77B
THOFX vs WGIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
THOFX vs. WGIFX commentary
May 11, 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 THOFX is a StrongBuy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 125B vs. THOFX (1.25B). THOFX pays higher dividends than WGIFX: THOFX (2.72) vs WGIFX (1.86). THOFX was incepted earlier than WGIFX: THOFX (17 years) vs WGIFX (17 years). THOFX (1.35) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. THOFX (14.91). THOFX has a lower initial minimum investment than WGIFX: THOFX (0) vs WGIFX (250). THOFX annual gain was more profitable for investors over the last year : 8.35 vs. WGIFX (2.44). THOFX return over 5 years is better than : 62.51 vs. WGIFX (52.23).
| THOFX | WGIFX | THOFX / WGIFX | |
| Total Expense Ratio | 0.99 | 0.52 | 190% |
| Annual Report Gross Expense Ratio | 1.35 | 0.52 | 260% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 9.992 | 2.908 | 344% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 125B | 1% |
| Annual Yield % from dividends | 2.72 | 1.86 | 147% |
| Returns for 1 year | 8.35 | 2.44 | 342% |
| Returns for 3 years | 35.34 | 31.15 | 113% |
| Returns for 5 years | 62.51 | 52.23 | 120% |
| Returns for 10 years | 61.88 | 42.96 | 144% |
View a ticker or compare two or three
VS
VS
Ad is loading...