Interact to see
Advertisement
Advertisement
CWGFX vs THORX
CWGFX vs THORX Comparison
Open Charts CWGFX vs THORX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
Thornburg Global Opportunities R3
Price$50.67
Change+$3.34 (+7.06%)
VolumeN/A
Net Assets1.74B
CWGFX vs THORX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. THORX commentary
Feb 04, 2026
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 THORX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. THORX (1.75B). CWGFX pays higher dividends than THORX: CWGFX (1.41) vs THORX (0.70). CWGFX was incepted earlier than THORX: CWGFX (25 years) vs THORX (18 years). THORX (2.49) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. THORX (14.91). THORX has a lower initial minimum investment than CWGFX: THORX (0) vs CWGFX (250). THORX annual gain was more profitable for investors over the last year : 36.46 vs. CWGFX (16.18). THORX return over 5 years is better than : 49.38 vs. CWGFX (30.54).
| CWGFX | THORX | CWGFX / THORX | |
| Total Expense Ratio | 0.80 | 1.50 | 53% |
| Annual Report Gross Expense Ratio | 0.80 | 2.49 | 32% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 4.924 | 7.923 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.75B | 8,138% |
| Annual Yield % from dividends | 1.41 | 0.70 | 203% |
| Returns for 1 year | 16.18 | 36.46 | 44% |
| Returns for 3 years | 43.02 | 61.24 | 70% |
| Returns for 5 years | 30.54 | 49.38 | 62% |
| Returns for 10 years | 99.82 | 144.65 | 69% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement