Interact to see
Advertisement
Advertisement
FWGIX vs THOIX
FWGIX vs THOIX Comparison
Open Charts FWGIX vs THOIX
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Thornburg Global Opportunities I
Price$43.57
Change+$0.31 (+0.72%)
VolumeN/A
Net Assets1.36B
FWGIX vs THOIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. THOIX commentary
Jul 06, 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 THOIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. THOIX (1.36B). THOIX pays higher dividends than FWGIX: THOIX (2.48) vs FWGIX (1.77). FWGIX was incepted earlier than THOIX: FWGIX (8 years) vs THOIX (19 years). THOIX (1.08) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. THOIX (14.91). FWGIX has a lower initial minimum investment than THOIX: FWGIX (1000000) vs THOIX (2500000). THOIX annual gain was more profitable for investors over the last year : 16.95 vs. FWGIX (9.74). THOIX return over 5 years is better than : 62.97 vs. FWGIX (54.88).
| FWGIX | THOIX | FWGIX / THOIX | |
| Total Expense Ratio | 0.41 | 0.99 | 41% |
| Annual Report Gross Expense Ratio | 0.41 | 1.08 | 38% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 13.775 | 20.459 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.36B | 9,971% |
| Annual Yield % from dividends | 1.77 | 2.48 | 71% |
| Returns for 1 year | 9.74 | 16.95 | 57% |
| Returns for 3 years | 51.57 | 54.15 | 95% |
| Returns for 5 years | 54.88 | 62.97 | 87% |
| Returns for 10 years | N/A | 80.32 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement