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THOIX vs WGIFX
THOIX vs WGIFX Comparison
Open Charts THOIX vs WGIFX
Thornburg Global Opportunities I
Price$36.91
Change-$0.85 (-2.25%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F2
Price$63.54
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
THOIX vs WGIFX Comparison Chart
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THOIX vs. WGIFX commentary
Dec 19, 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 Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 121B 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 : 14.46 vs. WGIFX (12.27). WGIFX return over 5 years is better than : 33.40 vs. THOIX (27.12).
| 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 | 11.650 | 10.665 | 109% |
| 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 | 121B | 1% |
| Annual Yield % from dividends | 1.94 | 1.90 | 102% |
| Returns for 1 year | 14.46 | 12.27 | 118% |
| Returns for 3 years | 12.81 | 10.44 | 123% |
| Returns for 5 years | 27.12 | 33.40 | 81% |
| Returns for 10 years | 64.27 | 48.79 | 132% |
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