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CWGFX vs THOAX
CWGFX vs THOAX Comparison
Open Charts CWGFX vs THOAX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Thornburg Global Opportunities A
Price$45.86
Change+$0.13 (+0.28%)
VolumeN/A
Net Assets1.45B
CWGFX vs THOAX Comparison Chart in %
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CWGFX vs. THOAX commentary
Sep 08, 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: 138B vs. THOAX (1.45B). THOAX pays higher dividends than CWGFX: THOAX (2.08) vs CWGFX (1.39). 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 : 24.39 vs. CWGFX (13.11). THOAX return over 5 years is better than : 52.72 vs. CWGFX (46.91).
| 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 | 16.146 | 27.318 | 59% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.45B | 9,511% |
| Annual Yield % from dividends | 1.39 | 2.08 | 67% |
| Returns for 1 year | 13.11 | 24.39 | 54% |
| Returns for 3 years | 53.92 | 62.80 | 86% |
| Returns for 5 years | 46.91 | 52.72 | 89% |
| Returns for 10 years | 75.40 | 92.67 | 81% |
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