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THOFX vs WGIFX
THOFX vs WGIFX Comparison
Open Charts THOFX vs WGIFX
Thornburg Global Opportunities R5
Price$45.17
Change+$0.18 (+0.40%)
VolumeN/A
Net Assets1.41B
American Funds Capital World Gr&Inc F2
Price$71.81
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.03B
THOFX vs WGIFX Comparison Chart in %
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THOFX vs. WGIFX commentary
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. THOFX (1.41B). THOFX pays higher dividends than WGIFX: THOFX (2.41) vs WGIFX (1.67). THOFX was incepted earlier than WGIFX: THOFX (18 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 : 25.06 vs. WGIFX (14.63). THOFX return over 5 years is better than : 55.10 vs. WGIFX (48.30).
| THOFX | WGIFX | THOFX / WGIFX | |
| Total Expense Ratio | 0.99 | 0.52 | 190% |
| Annual Report Gross Expense Ratio | 1.35 | 0.52 | 260% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 24.676 | 14.219 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 136B | 1% |
| Annual Yield % from dividends | 2.41 | 1.67 | 144% |
| Returns for 1 year | 25.06 | 14.63 | 171% |
| Returns for 3 years | 54.29 | 45.15 | 120% |
| Returns for 5 years | 55.10 | 48.30 | 114% |
| Returns for 10 years | 81.92 | 62.63 | 131% |
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