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FWGIX vs THOAX
FWGIX vs THOAX Comparison
Open Charts FWGIX vs THOAX
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Thornburg Global Opportunities A
Price$43.33
Change+$0.30 (+0.70%)
VolumeN/A
Net Assets1.36B
FWGIX vs THOAX Comparison Chart in %
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FWGIX vs. THOAX commentary
Jul 07, 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 Buy and THOAX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. THOAX (1.36B). THOAX pays higher dividends than FWGIX: THOAX (2.22) vs FWGIX (1.77). FWGIX was incepted earlier than THOAX: FWGIX (8 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 : 16.55 vs. FWGIX (9.74). THOAX return over 5 years is better than : 60.29 vs. FWGIX (54.88).
| FWGIX | THOAX | FWGIX / THOAX | |
| Total Expense Ratio | 0.41 | 1.34 | 31% |
| Annual Report Gross Expense Ratio | 0.41 | 1.34 | 31% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 13.775 | 20.294 | 68% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.36B | 9,971% |
| Annual Yield % from dividends | 1.77 | 2.22 | 80% |
| Returns for 1 year | 9.74 | 16.55 | 59% |
| Returns for 3 years | 51.57 | 52.65 | 98% |
| Returns for 5 years | 54.88 | 60.29 | 91% |
| Returns for 10 years | N/A | 76.83 | - |
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