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THOIX vs WGIFX
THOIX vs WGIFX Comparison
Open Charts THOIX vs WGIFX
Thornburg Global Opportunities I
Price$38.25
Change-$0.04 (-0.10%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F2
Price$67.14
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
THOIX vs WGIFX Comparison Chart
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THOIX vs. WGIFX commentary
Nov 18, 2024
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 THOIX is a Buy and WGIFX is a Sell.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 125B vs. THOIX (1.22B). THOIX (1.94) and WGIFX (1.90) have matching dividends . THOIX was incepted earlier than WGIFX: THOIX (18 years) vs WGIFX (16 years). THOIX is a more actively managed with annual turnover of: 128.69 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than THOIX: WGIFX (250) vs THOIX (2500000). THOIX annual gain was more profitable for investors over the last year : 22.93 vs. WGIFX (19.40). WGIFX return over 5 years is better than : 39.76 vs. THOIX (35.18).
| THOIX | WGIFX | THOIX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 13.099 | 13.341 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 250 | 1,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 125B | 1% |
| Annual Yield % from dividends | 1.94 | 1.90 | 102% |
| Returns for 1 year | 22.93 | 19.40 | 118% |
| Returns for 3 years | -1.09 | 3.72 | -29% |
| Returns for 5 years | 35.18 | 39.76 | 88% |
| Returns for 10 years | 67.27 | 50.58 | 133% |
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