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CWGFX vs THOAX
CWGFX vs THOAX Comparison
Open Charts CWGFX vs THOAX
American Funds Capital World Gr&Inc F1
Price$78.18
Change+$0.21 (+0.27%)
VolumeN/A
Net Assets142.32B
Thornburg Global Opportunities A
Price$47.17
Change+$0.14 (+0.30%)
VolumeN/A
Net Assets1.56B
CWGFX vs THOAX Comparison Chart in %
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CWGFX vs. THOAX commentary
Dec 13, 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 StrongBuy and THOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. THOAX (1.56B). THOAX pays higher dividends than CWGFX: THOAX (1.98) vs CWGFX (1.31). CWGFX was incepted earlier than THOAX: CWGFX (25 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 : 26.51 vs. CWGFX (14.10). THOAX return over 5 years is better than : 48.65 vs. CWGFX (43.71).
| CWGFX | THOAX | CWGFX / THOAX | |
| Total Expense Ratio | 0.80 | 1.34 | 60% |
| Annual Report Gross Expense Ratio | 0.80 | 1.34 | 60% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 24.632 | 30.955 | 80% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.56B | 9,108% |
| Annual Yield % from dividends | 1.31 | 1.98 | 66% |
| Returns for 1 year | 14.10 | 26.51 | 53% |
| Returns for 3 years | 54.58 | 58.68 | 93% |
| Returns for 5 years | 43.71 | 48.65 | 90% |
| Returns for 10 years | 91.21 | 111.00 | 82% |
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