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CWGFX vs THOGX
CWGFX vs THOGX Comparison
Open Charts CWGFX vs THOGX
American Funds Capital World Gr&Inc F1
Price$72.15
Change-$0.43 (-0.59%)
VolumeN/A
Net Assets137.09B
Thornburg Global Opportunities R6
Price$46.06
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets1.43B
CWGFX vs THOGX Comparison Chart in %
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CWGFX vs. THOGX commentary
Aug 20, 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 THOGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. THOGX (1.43B). THOGX pays higher dividends than CWGFX: THOGX (2.53) vs CWGFX (1.42). CWGFX was incepted earlier than THOGX: CWGFX (24 years) vs THOGX (8 years). THOGX (1.01) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. THOGX (14.91). THOGX has a lower initial minimum investment than CWGFX: THOGX (0) vs CWGFX (250). THOGX annual gain was more profitable for investors over the last year : 22.73 vs. CWGFX (11.11). THOGX return over 5 years is better than : 55.36 vs. CWGFX (47.10).
| CWGFX | THOGX | CWGFX / THOGX | |
| Total Expense Ratio | 0.80 | 0.85 | 94% |
| Annual Report Gross Expense Ratio | 0.80 | 1.01 | 79% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 15.415 | 26.714 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.43B | 9,554% |
| Annual Yield % from dividends | 1.42 | 2.53 | 56% |
| Returns for 1 year | 11.11 | 22.73 | 49% |
| Returns for 3 years | 43.80 | 55.97 | 78% |
| Returns for 5 years | 47.10 | 55.36 | 85% |
| Returns for 10 years | 73.01 | N/A | - |
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