Ad is loading...
THORX vs WGIFX
THORX vs WGIFX Comparison
Open Charts THORX vs WGIFX
Thornburg Global Opportunities R3
Price$39.80
Change+$0.73 (+1.87%)
VolumeN/A
Net Assets1.25B
American Funds Capital World Gr&Inc F2
Price$66.36
Change+$1.30 (+2.00%)
VolumeN/A
Net Assets124.97B
THORX vs WGIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
THORX vs. WGIFX commentary
May 13, 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 THORX is a StrongBuy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 125B vs. THORX (1.25B). THORX pays higher dividends than WGIFX: THORX (2.29) vs WGIFX (1.86). THORX was incepted earlier than WGIFX: THORX (17 years) vs WGIFX (17 years). THORX (2.49) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. THORX (14.91). THORX has a lower initial minimum investment than WGIFX: THORX (0) vs WGIFX (250). THORX annual gain was more profitable for investors over the last year : 7.61 vs. WGIFX (2.08). THORX return over 5 years is better than : 64.65 vs. WGIFX (55.75).
| THORX | WGIFX | THORX / WGIFX | |
| Total Expense Ratio | 1.50 | 0.52 | 288% |
| Annual Report Gross Expense Ratio | 2.49 | 0.52 | 479% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 9.778 | 2.908 | 336% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 125B | 1% |
| Annual Yield % from dividends | 2.29 | 1.86 | 124% |
| Returns for 1 year | 7.61 | 2.08 | 366% |
| Returns for 3 years | 31.83 | 28.62 | 111% |
| Returns for 5 years | 64.65 | 55.75 | 116% |
| Returns for 10 years | 53.65 | 40.92 | 131% |