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CWGCX vs THORX
CWGCX vs THORX Comparison
Open Charts CWGCX vs THORX
American Funds Capital World Gr&Inc C
Price$73.92
Change-$1.14 (-1.52%)
VolumeN/A
Net Assets142.37B
Thornburg Global Opportunities R3
Price$50.67
Change+$3.34 (+7.06%)
VolumeN/A
Net Assets1.74B
CWGCX vs THORX Comparison Chart in %
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CWGCX vs. THORX commentary
Feb 04, 2026
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 Buy and THORX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. THORX (1.75B). CWGCX pays higher dividends than THORX: CWGCX (0.84) vs THORX (0.70). CWGCX was incepted earlier than THORX: CWGCX (25 years) vs THORX (18 years). THORX (2.49) is less costly to investors than CWGCX (1.49). CWGCX is a more actively managed with annual turnover of: 27.00 vs. THORX (14.91). THORX has a lower initial minimum investment than CWGCX: THORX (0) vs CWGCX (250). THORX annual gain was more profitable for investors over the last year : 36.46 vs. CWGCX (15.29). THORX return over 5 years is better than : 49.38 vs. CWGCX (26.77).
| CWGCX | THORX | CWGCX / THORX | |
| Total Expense Ratio | 1.49 | 1.50 | 99% |
| Annual Report Gross Expense Ratio | 1.49 | 2.49 | 60% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 4.866 | 7.923 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.75B | 8,138% |
| Annual Yield % from dividends | 0.84 | 0.70 | 120% |
| Returns for 1 year | 15.29 | 36.46 | 42% |
| Returns for 3 years | 39.90 | 61.24 | 65% |
| Returns for 5 years | 26.77 | 49.38 | 54% |
| Returns for 10 years | 93.96 | 144.65 | 65% |
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