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THOIX vs WGIFX
THOIX vs WGIFX Comparison
Open Charts THOIX vs WGIFX
Thornburg Global Opportunities I
Price$42.00
Change-$0.47 (-1.11%)
VolumeN/A
Net Assets1.32B
American Funds Capital World Gr&Inc F2
Price$68.61
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
THOIX vs WGIFX Comparison Chart
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THOIX vs. WGIFX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 131B vs. THOIX (1.32B). THOIX pays higher dividends than WGIFX: THOIX (2.59) vs WGIFX (1.75). THOIX was incepted earlier than WGIFX: THOIX (19 years) vs WGIFX (17 years). THOIX (1.08) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. THOIX (14.91). 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 : 14.89 vs. WGIFX (6.58). THOIX return over 5 years is better than : 59.95 vs. WGIFX (52.99).
| THOIX | WGIFX | THOIX / WGIFX | |
| Total Expense Ratio | 0.99 | 0.52 | 190% |
| Annual Report Gross Expense Ratio | 1.08 | 0.52 | 208% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 16.118 | 9.129 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 250 | 1,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 131B | 1% |
| Annual Yield % from dividends | 2.59 | 1.75 | 148% |
| Returns for 1 year | 14.89 | 6.58 | 226% |
| Returns for 3 years | 45.38 | 44.89 | 101% |
| Returns for 5 years | 59.95 | 52.99 | 113% |
| Returns for 10 years | 69.93 | 53.21 | 131% |
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