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FWGIX vs THOFX
FWGIX vs THOFX Comparison
Open Charts FWGIX vs THOFX
American Funds Capital World Gr&Inc F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Thornburg Global Opportunities R5
Price$44.71
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets1.4B
FWGIX vs THOFX Comparison Chart in %
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FWGIX vs. THOFX commentary
Jul 28, 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 THOFX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. THOFX (1.4B). THOFX pays higher dividends than FWGIX: THOFX (2.46) vs FWGIX (1.77). FWGIX was incepted earlier than THOFX: FWGIX (9 years) vs THOFX (17 years). THOFX (1.35) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. THOFX (14.91). THOFX has a lower initial minimum investment than FWGIX: THOFX (0) vs FWGIX (1000000). THOFX annual gain was more profitable for investors over the last year : 21.25 vs. FWGIX (14.19). THOFX return over 5 years is better than : 59.61 vs. FWGIX (53.11).
| FWGIX | THOFX | FWGIX / THOFX | |
| Total Expense Ratio | 0.41 | 0.99 | 41% |
| Annual Report Gross Expense Ratio | 0.41 | 1.35 | 30% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 15.237 | 23.406 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.4B | 9,800% |
| Annual Yield % from dividends | 1.77 | 2.46 | 72% |
| Returns for 1 year | 14.19 | 21.25 | 67% |
| Returns for 3 years | 52.35 | 57.97 | 90% |
| Returns for 5 years | 53.11 | 59.61 | 89% |
| Returns for 10 years | N/A | 81.55 | - |
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