Interact to see
Advertisement
Advertisement
CWGFX vs THOIX
CWGFX vs THOIX Comparison
Open Charts CWGFX vs THOIX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Thornburg Global Opportunities I
Price$42.00
Change-$0.47 (-1.11%)
VolumeN/A
Net Assets1.32B
CWGFX vs THOIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. THOIX 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 THOIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. THOIX (1.32B). THOIX pays higher dividends than CWGFX: THOIX (2.59) vs CWGFX (1.49). CWGFX was incepted earlier than THOIX: CWGFX (24 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 : 14.89 vs. CWGFX (6.27). THOIX return over 5 years is better than : 59.95 vs. CWGFX (51.55).
| CWGFX | THOIX | CWGFX / THOIX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.80 | 1.08 | 74% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 8.990 | 16.118 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 1.49 | 2.59 | 58% |
| Returns for 1 year | 6.27 | 14.89 | 42% |
| Returns for 3 years | 43.82 | 45.38 | 97% |
| Returns for 5 years | 51.55 | 59.95 | 86% |
| Returns for 10 years | 51.77 | 69.93 | 74% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement