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CWGCX vs THOAX
CWGCX vs THOAX Comparison
Open Charts CWGCX vs THOAX
American Funds Capital World Gr&Inc C
Price$70.90
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Thornburg Global Opportunities A
Price$47.45
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets1.58B
CWGCX vs THOAX Comparison Chart in %
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CWGCX vs. THOAX commentary
Dec 27, 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 CWGCX is a Hold and THOAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. THOAX (1.58B). THOAX pays higher dividends than CWGCX: THOAX (1.98) vs CWGCX (0.75). CWGCX was incepted earlier than THOAX: CWGCX (25 years) vs THOAX (19 years). CWGCX (1.49) is less costly to investors than THOAX (1.34). CWGCX is a more actively managed with annual turnover of: 27.00 vs. THOAX (14.91). CWGCX has a lower initial minimum investment than THOAX: CWGCX (250) vs THOAX (5000). THOAX annual gain was more profitable for investors over the last year : 30.50 vs. CWGCX (11.58). THOAX return over 5 years is better than : 46.02 vs. CWGCX (27.30).
| CWGCX | THOAX | CWGCX / THOAX | |
| Total Expense Ratio | 1.49 | 1.34 | 111% |
| Annual Report Gross Expense Ratio | 1.49 | 1.34 | 111% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 13.625 | 31.732 | 43% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.58B | 8,993% |
| Annual Yield % from dividends | 0.75 | 1.98 | 38% |
| Returns for 1 year | 11.58 | 30.50 | 38% |
| Returns for 3 years | 42.94 | 61.63 | 70% |
| Returns for 5 years | 27.30 | 46.02 | 59% |
| Returns for 10 years | 69.41 | 103.24 | 67% |
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