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CWGFX vs THOFX
CWGFX vs THOFX Comparison
Open Charts CWGFX vs THOFX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Thornburg Global Opportunities R5
Price$42.08
Change-$0.47 (-1.10%)
VolumeN/A
Net Assets1.32B
CWGFX vs THOFX Comparison Chart
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CWGFX vs. THOFX 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 THOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. THOFX (1.32B). THOFX pays higher dividends than CWGFX: THOFX (2.57) vs CWGFX (1.49). CWGFX was incepted earlier than THOFX: CWGFX (24 years) vs THOFX (17 years). THOFX (1.35) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. THOFX (14.91). THOFX has a lower initial minimum investment than CWGFX: THOFX (0) vs CWGFX (250). THOFX annual gain was more profitable for investors over the last year : 14.87 vs. CWGFX (6.27). THOFX return over 5 years is better than : 60.04 vs. CWGFX (51.55).
| CWGFX | THOFX | CWGFX / THOFX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.80 | 1.35 | 59% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 8.990 | 16.147 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 1.49 | 2.57 | 58% |
| Returns for 1 year | 6.27 | 14.87 | 42% |
| Returns for 3 years | 43.82 | 45.36 | 97% |
| Returns for 5 years | 51.55 | 60.04 | 86% |
| Returns for 10 years | 51.77 | 71.98 | 72% |
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