Ad is loading...
THOIX vs WGIFX
THOIX vs WGIFX Comparison
Open Charts THOIX vs WGIFX
Thornburg Global Opportunities I
Price$37.34
Change+$0.25 (+0.67%)
VolumeN/A
Net Assets1.23B
American Funds Capital World Gr&Inc F2
Price$64.76
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
THOIX vs WGIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
THOIX vs. WGIFX commentary
Jan 19, 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 THOIX is a StrongBuy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 127B vs. THOIX (1.23B). 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 : 17.45 vs. WGIFX (11.21). WGIFX return over 5 years is better than : 28.69 vs. THOIX (26.35).
| 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 | 3.235 | 2.065 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 250 | 1,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 127B | 1% |
| Annual Yield % from dividends | 1.94 | 1.90 | 102% |
| Returns for 1 year | 17.45 | 11.21 | 156% |
| Returns for 3 years | 9.08 | 9.14 | 99% |
| Returns for 5 years | 26.35 | 28.69 | 92% |
| Returns for 10 years | 67.89 | 49.01 | 139% |