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CWGFX vs THORX
CWGFX vs THORX Comparison
Open Charts CWGFX vs THORX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Thornburg Global Opportunities R3
Price$46.59
Change-$0.32 (-0.68%)
VolumeN/A
Net Assets1.5B
CWGFX vs THORX Comparison Chart in %
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CWGFX vs. THORX commentary
Oct 19, 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 Hold and THORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. THORX (1.5B). THORX pays higher dividends than CWGFX: THORX (1.87) vs CWGFX (1.35). 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 : 23.32 vs. CWGFX (10.73). THORX return over 5 years is better than : 53.55 vs. CWGFX (50.48).
| 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 | 19.913 | 30.908 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.5B | 9,375% |
| Annual Yield % from dividends | 1.35 | 1.87 | 72% |
| Returns for 1 year | 10.73 | 23.32 | 46% |
| Returns for 3 years | 66.79 | 72.28 | 92% |
| Returns for 5 years | 50.48 | 53.55 | 94% |
| Returns for 10 years | 76.92 | 103.50 | 74% |
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