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THOIX vs WGIFX
THOIX vs WGIFX Comparison
Open Charts THOIX vs WGIFX
Thornburg Global Opportunities I
Price$37.57
Change-$0.53 (-1.39%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F2
Price$64.60
Change-$1.09 (-1.66%)
VolumeN/A
CapitalizationN/A
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THOIX vs WGIFX Comparison Chart
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THOIX vs. WGIFX commentary
Sep 08, 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 StrongSell and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 121B vs. THOIX (1.24B). 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). WGIFX annual gain was more profitable for investors over the last year : 17.59 vs. THOIX (16.31). THOIX return over 5 years is better than : 46.50 vs. WGIFX (41.71).
| 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 | 12.655 | 10.504 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 250 | 1,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 121B | 1% |
| Annual Yield % from dividends | 1.94 | 1.90 | 102% |
| Returns for 1 year | 16.31 | 17.59 | 93% |
| Returns for 3 years | -1.18 | 2.11 | -56% |
| Returns for 5 years | 46.50 | 41.71 | 111% |
| Returns for 10 years | 70.59 | 46.65 | 151% |
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