Interact to see
Advertisement
Advertisement
CWGFX vs THOVX
CWGFX vs THOVX Comparison
Open Charts CWGFX vs THOVX
American Funds Capital World Gr&Inc F1
Price$71.68
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Thornburg Global Opportunities R4
Price$46.99
Change+$0.12 (+0.26%)
VolumeN/A
Net Assets1.58B
CWGFX vs THOVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. THOVX commentary
Dec 27, 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 THOVX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. THOVX (1.58B). THOVX pays higher dividends than CWGFX: THOVX (1.94) vs CWGFX (1.31). CWGFX was incepted earlier than THOVX: CWGFX (25 years) vs THOVX (18 years). THOVX (2.15) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. THOVX (14.91). THOVX has a lower initial minimum investment than CWGFX: THOVX (0) vs CWGFX (250). THOVX annual gain was more profitable for investors over the last year : 30.35 vs. CWGFX (12.25). THOVX return over 5 years is better than : 44.99 vs. CWGFX (30.86).
| CWGFX | THOVX | CWGFX / THOVX | |
| Total Expense Ratio | 0.80 | 1.40 | 57% |
| Annual Report Gross Expense Ratio | 0.80 | 2.15 | 37% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 14.270 | 31.551 | 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 | 1.94 | 68% |
| Returns for 1 year | 12.25 | 30.35 | 40% |
| Returns for 3 years | 45.89 | 61.03 | 75% |
| Returns for 5 years | 30.86 | 44.99 | 69% |
| Returns for 10 years | 74.27 | 102.15 | 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement