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CWGFX vs THOIX
CWGFX vs THOIX Comparison
Open Charts CWGFX vs THOIX
American Funds Capital World Gr&Inc F1
Price$74.52
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Thornburg Global Opportunities I
Price$47.61
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets1.51B
CWGFX vs THOIX Comparison Chart in %
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CWGFX vs. THOIX commentary
Sep 28, 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 THOIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 140B vs. THOIX (1.51B). THOIX pays higher dividends than CWGFX: THOIX (2.32) vs CWGFX (1.39). CWGFX was incepted earlier than THOIX: CWGFX (25 years) vs THOIX (19 years). THOIX (1.08) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. THOIX (14.91). CWGFX has a lower initial minimum investment than THOIX: CWGFX (250) vs THOIX (2500000). THOIX annual gain was more profitable for investors over the last year : 22.83 vs. CWGFX (9.37). THOIX return over 5 years is better than : 66.91 vs. CWGFX (54.88).
| CWGFX | THOIX | CWGFX / THOIX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.80 | 1.08 | 74% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 18.797 | 31.628 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.51B | 9,259% |
| Annual Yield % from dividends | 1.39 | 2.32 | 60% |
| Returns for 1 year | 9.37 | 22.83 | 41% |
| Returns for 3 years | 69.62 | 81.03 | 86% |
| Returns for 5 years | 54.88 | 66.91 | 82% |
| Returns for 10 years | 89.86 | 122.57 | 73% |
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