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CWGFX vs THORX
CWGFX vs THORX Comparison
Open Charts CWGFX vs THORX
American Funds Capital World Gr&Inc F1
Price$71.68
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Thornburg Global Opportunities R3
Price$46.87
Change+$0.12 (+0.26%)
VolumeN/A
Net Assets1.58B
CWGFX vs THORX Comparison Chart in %
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CWGFX vs. THORX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. THORX (1.58B). THORX pays higher dividends than CWGFX: THORX (1.85) vs CWGFX (1.31). 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 : 30.52 vs. CWGFX (12.25). THORX return over 5 years is better than : 44.54 vs. CWGFX (30.86).
| 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 | 14.270 | 31.694 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.58B | 8,993% |
| Annual Yield % from dividends | 1.31 | 1.85 | 71% |
| Returns for 1 year | 12.25 | 30.52 | 40% |
| Returns for 3 years | 45.89 | 60.96 | 75% |
| Returns for 5 years | 30.86 | 44.54 | 69% |
| Returns for 10 years | 74.27 | 100.48 | 74% |
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