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CWGFX vs THORX
CWGFX vs THORX Comparison
Open Charts CWGFX vs THORX
American Funds Capital World Gr&Inc F1
Price$77.14
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets142.32B
Thornburg Global Opportunities R3
Price$46.12
Change+$0.11 (+0.24%)
VolumeN/A
Net Assets1.54B
CWGFX vs THORX Comparison Chart in %
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CWGFX vs. THORX commentary
Dec 04, 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: 142B vs. THORX (1.55B). 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 : 27.04 vs. CWGFX (12.58). THORX return over 5 years is better than : 44.35 vs. CWGFX (41.11).
| 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 | 21.970 | 28.969 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.55B | 9,191% |
| Annual Yield % from dividends | 1.31 | 1.85 | 71% |
| Returns for 1 year | 12.58 | 27.04 | 47% |
| Returns for 3 years | 49.31 | 52.96 | 93% |
| Returns for 5 years | 41.11 | 44.35 | 93% |
| Returns for 10 years | 79.52 | 98.03 | 81% |