Interact to see
Advertisement
Advertisement
CWGFX vs THOAX
CWGFX vs THOAX Comparison
Open Charts CWGFX vs THOAX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Thornburg Global Opportunities A
Price$45.60
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets1.44B
CWGFX vs THOAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. THOAX commentary
Aug 18, 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 CWGFX is a Buy and THOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. THOAX (1.44B). THOAX pays higher dividends than CWGFX: THOAX (2.17) vs CWGFX (1.42). CWGFX was incepted earlier than THOAX: CWGFX (24 years) vs THOAX (19 years). THOAX (1.34) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. THOAX (14.91). CWGFX has a lower initial minimum investment than THOAX: CWGFX (250) vs THOAX (5000). THOAX annual gain was more profitable for investors over the last year : 23.36 vs. CWGFX (11.40). THOAX return over 5 years is better than : 51.81 vs. CWGFX (47.31).
| CWGFX | THOAX | CWGFX / THOAX | |
| Total Expense Ratio | 0.80 | 1.34 | 60% |
| Annual Report Gross Expense Ratio | 0.80 | 1.34 | 60% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 15.446 | 26.596 | 58% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.44B | 9,540% |
| Annual Yield % from dividends | 1.42 | 2.17 | 66% |
| Returns for 1 year | 11.40 | 23.36 | 49% |
| Returns for 3 years | 41.09 | 51.28 | 80% |
| Returns for 5 years | 47.31 | 51.81 | 91% |
| Returns for 10 years | 64.09 | 79.95 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement