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CWGFX vs THOCX
CWGFX vs THOCX Comparison
Open Charts CWGFX vs THOCX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Thornburg Global Opportunities C
Price$39.63
Change-$0.44 (-1.10%)
VolumeN/A
Net Assets1.32B
CWGFX vs THOCX Comparison Chart
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CWGFX vs. THOCX commentary
Jun 16, 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 THOCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. THOCX (1.32B). CWGFX (1.49) and THOCX (1.45) have matching dividends . CWGFX was incepted earlier than THOCX: CWGFX (24 years) vs THOCX (19 years). THOCX (2.17) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. THOCX (14.91). CWGFX has a lower initial minimum investment than THOCX: CWGFX (250) vs THOCX (5000). THOCX annual gain was more profitable for investors over the last year : 13.38 vs. CWGFX (6.27). CWGFX return over 5 years is better than : 51.55 vs. THOCX (48.98).
| CWGFX | THOCX | CWGFX / THOCX | |
| Total Expense Ratio | 0.80 | 2.17 | 37% |
| Annual Report Gross Expense Ratio | 0.80 | 2.17 | 37% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 8.990 | 15.573 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 1.49 | 1.45 | 102% |
| Returns for 1 year | 6.27 | 13.38 | 47% |
| Returns for 3 years | 43.82 | 39.72 | 110% |
| Returns for 5 years | 51.55 | 48.98 | 105% |
| Returns for 10 years | 51.77 | 54.20 | 96% |
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