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THORX vs WGIFX
THORX vs WGIFX Comparison
Open Charts THORX vs WGIFX
Thornburg Global Opportunities R3
Price$44.95
Change-$0.13 (-0.29%)
VolumeN/A
Net Assets1.45B
American Funds Capital World Gr&Inc F2
Price$73.11
Change+$0.36 (+0.49%)
VolumeN/A
Net Assets136.73B
THORX vs WGIFX Comparison Chart in %
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THORX vs. WGIFX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. THORX (1.45B). THORX pays higher dividends than WGIFX: THORX (2.03) vs WGIFX (1.67). THORX was incepted earlier than WGIFX: THORX (18 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 : 21.84 vs. WGIFX (10.90). THORX (47.30) and WGIFX (45.51) have equivalent 5 years return.
| THORX | WGIFX | THORX / WGIFX | |
| Total Expense Ratio | 1.50 | 0.52 | 288% |
| Annual Report Gross Expense Ratio | 2.49 | 0.52 | 479% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 26.665 | 16.287 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 137B | 1% |
| Annual Yield % from dividends | 2.03 | 1.67 | 121% |
| Returns for 1 year | 21.84 | 10.90 | 200% |
| Returns for 3 years | 56.83 | 50.46 | 113% |
| Returns for 5 years | 47.30 | 45.51 | 104% |
| Returns for 10 years | 87.22 | 76.20 | 114% |
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