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CWGFX vs THORX
CWGFX vs THORX Comparison
Open Charts CWGFX vs THORX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Thornburg Global Opportunities R3
Price$41.24
Change-$0.46 (-1.10%)
VolumeN/A
Net Assets1.32B
CWGFX vs THORX Comparison Chart
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CWGFX vs. THORX commentary
Jun 15, 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 Buy and THORX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. THORX (1.32B). THORX pays higher dividends than CWGFX: THORX (2.17) vs CWGFX (1.49). CWGFX was incepted earlier than THORX: CWGFX (24 years) vs THORX (17 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 : 14.27 vs. CWGFX (6.27). THORX return over 5 years is better than : 55.35 vs. CWGFX (51.55).
| CWGFX | THORX | CWGFX / THORX | |
| Total Expense Ratio | 0.80 | 1.50 | 53% |
| Annual Report Gross Expense Ratio | 0.80 | 2.49 | 32% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 8.990 | 15.875 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 1.49 | 2.17 | 69% |
| Returns for 1 year | 6.27 | 14.27 | 44% |
| Returns for 3 years | 43.82 | 43.05 | 102% |
| Returns for 5 years | 51.55 | 55.35 | 93% |
| Returns for 10 years | 51.77 | 64.62 | 80% |
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