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CWGFX vs THORX
CWGFX vs THORX Comparison
Open Charts CWGFX vs THORX
American Funds Capital World Gr&Inc F1
Price$75.99
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Thornburg Global Opportunities R3
Price$47.68
Change-$0.10 (-0.21%)
VolumeN/A
Net Assets1.53B
CWGFX vs THORX Comparison Chart in %
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CWGFX vs. THORX commentary
Nov 14, 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 StrongBuy and THORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. THORX (1.53B). THORX pays higher dividends than CWGFX: THORX (1.86) vs CWGFX (1.32). 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 : 28.87 vs. CWGFX (14.99). THORX (48.08) and CWGFX (47.60) have equivalent 5 years return.
| 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 | 23.373 | 34.251 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.53B | 9,436% |
| Annual Yield % from dividends | 1.32 | 1.86 | 71% |
| Returns for 1 year | 14.99 | 28.87 | 52% |
| Returns for 3 years | 55.97 | 59.89 | 93% |
| Returns for 5 years | 47.60 | 48.08 | 99% |
| Returns for 10 years | 85.73 | 110.22 | 78% |
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