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FWGIX vs THOAX
FWGIX vs THOAX Comparison
Open Charts FWGIX vs THOAX
American Funds Capital World Gr&Inc F3
Price$76.19
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
Thornburg Global Opportunities A
Price$48.33
Change-$0.10 (-0.21%)
VolumeN/A
Net Assets1.53B
FWGIX vs THOAX Comparison Chart in %
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FWGIX vs. THOAX 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 FWGIX is a StrongBuy and THOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 144B vs. THOAX (1.53B). THOAX pays higher dividends than FWGIX: THOAX (1.99) vs FWGIX (1.65). FWGIX was incepted earlier than THOAX: FWGIX (9 years) vs THOAX (19 years). THOAX (1.34) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. THOAX (14.91). THOAX has a lower initial minimum investment than FWGIX: THOAX (5000) vs FWGIX (1000000). THOAX annual gain was more profitable for investors over the last year : 29.11 vs. FWGIX (15.44). THOAX (49.94) and FWGIX (49.80) have equivalent 5 years return.
| FWGIX | THOAX | FWGIX / THOAX | |
| Total Expense Ratio | 0.41 | 1.34 | 31% |
| Annual Report Gross Expense Ratio | 0.41 | 1.34 | 31% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 23.787 | 34.453 | 69% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.53B | 9,436% |
| Annual Yield % from dividends | 1.65 | 1.99 | 83% |
| Returns for 1 year | 15.44 | 29.11 | 53% |
| Returns for 3 years | 57.71 | 60.82 | 95% |
| Returns for 5 years | 49.80 | 49.94 | 100% |
| Returns for 10 years | N/A | 112.83 | - |
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