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CWGFX vs THOFX
CWGFX vs THOFX Comparison
Open Charts CWGFX vs THOFX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Thornburg Global Opportunities R5
Price$46.09
Change+$0.22 (+0.48%)
VolumeN/A
Net Assets1.45B
CWGFX vs THOFX Comparison Chart in %
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CWGFX vs. THOFX 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 THOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 138B vs. THOFX (1.45B). THOFX pays higher dividends than CWGFX: THOFX (2.31) vs CWGFX (1.39). CWGFX was incepted earlier than THOFX: CWGFX (25 years) vs THOFX (18 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 : 24.79 vs. CWGFX (13.11). THOFX return over 5 years is better than : 55.33 vs. CWGFX (46.91).
| CWGFX | THOFX | CWGFX / THOFX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.80 | 1.35 | 59% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 16.146 | 27.574 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.45B | 9,511% |
| Annual Yield % from dividends | 1.39 | 2.31 | 60% |
| Returns for 1 year | 13.11 | 24.79 | 53% |
| Returns for 3 years | 53.92 | 64.39 | 84% |
| Returns for 5 years | 46.91 | 55.33 | 85% |
| Returns for 10 years | 75.40 | 98.82 | 76% |
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