Interact to see
Advertisement
Advertisement
CWGCX vs THORX
CWGCX vs THORX Comparison
Open Charts CWGCX vs THORX
American Funds Capital World Gr&Inc C
Price$74.44
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
Thornburg Global Opportunities R3
Price$46.59
Change-$0.32 (-0.68%)
VolumeN/A
Net Assets1.5B
CWGCX vs THORX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. THORX commentary
Oct 19, 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 THORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. THORX (1.5B). THORX pays higher dividends than CWGCX: THORX (1.87) vs CWGCX (0.77). 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 : 23.32 vs. CWGCX (9.93). THORX return over 5 years is better than : 53.55 vs. CWGCX (46.50).
| 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 | 19.298 | 30.908 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.5B | 9,375% |
| Annual Yield % from dividends | 0.77 | 1.87 | 41% |
| Returns for 1 year | 9.93 | 23.32 | 43% |
| Returns for 3 years | 63.56 | 72.28 | 88% |
| Returns for 5 years | 46.50 | 53.55 | 87% |
| Returns for 10 years | 72.19 | 103.50 | 70% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement