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FWGIX vs THOFX
FWGIX vs THOFX Comparison
Open Charts FWGIX vs THOFX
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Thornburg Global Opportunities R5
Price$43.65
Change+$0.30 (+0.69%)
VolumeN/A
Net Assets1.36B
FWGIX vs THOFX Comparison Chart in %
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FWGIX vs. THOFX 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 THOFX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. THOFX (1.36B). THOFX pays higher dividends than FWGIX: THOFX (2.46) vs FWGIX (1.77). FWGIX was incepted earlier than THOFX: FWGIX (8 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 : 16.93 vs. FWGIX (9.74). THOFX return over 5 years is better than : 62.99 vs. FWGIX (54.88).
| FWGIX | THOFX | FWGIX / THOFX | |
| Total Expense Ratio | 0.41 | 0.99 | 41% |
| Annual Report Gross Expense Ratio | 0.41 | 1.35 | 30% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 13.775 | 20.480 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.36B | 9,971% |
| Annual Yield % from dividends | 1.77 | 2.46 | 72% |
| Returns for 1 year | 9.74 | 16.93 | 58% |
| Returns for 3 years | 51.57 | 54.12 | 95% |
| Returns for 5 years | 54.88 | 62.99 | 87% |
| Returns for 10 years | N/A | 82.49 | - |
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