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CWGFX vs THOGX
CWGFX vs THOGX Comparison
Open Charts CWGFX vs THOGX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Thornburg Global Opportunities R6
Price$42.20
Change-$0.47 (-1.10%)
VolumeN/A
Net Assets1.32B
CWGFX vs THOGX Comparison Chart
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CWGFX vs. THOGX 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 THOGX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. THOGX (1.32B). THOGX pays higher dividends than CWGFX: THOGX (2.70) vs CWGFX (1.49). 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 : 15.06 vs. CWGFX (6.27). THOGX return over 5 years is better than : 61.26 vs. CWGFX (51.55).
| 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 | 8.990 | 16.221 | 55% |
| 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 | 2.70 | 55% |
| Returns for 1 year | 6.27 | 15.06 | 42% |
| Returns for 3 years | 43.82 | 46.01 | 95% |
| Returns for 5 years | 51.55 | 61.26 | 84% |
| Returns for 10 years | 51.77 | N/A | - |
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