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FWGIX vs THORX
FWGIX vs THORX Comparison
Open Charts FWGIX vs THORX
American Funds Capital World Gr&Inc F3
Price$72.01
Change-$0.47 (-0.65%)
VolumeN/A
Net Assets137.34B
Thornburg Global Opportunities R3
Price$43.62
Change-$0.17 (-0.39%)
VolumeN/A
Net Assets1.4B
FWGIX vs THORX Comparison Chart in %
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FWGIX vs. THORX commentary
Jul 29, 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 THORX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. THORX (1.4B). THORX pays higher dividends than FWGIX: THORX (2.08) vs FWGIX (1.77). FWGIX was incepted earlier than THORX: FWGIX (9 years) vs THORX (18 years). THORX (2.49) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. THORX (14.91). THORX has a lower initial minimum investment than FWGIX: THORX (0) vs FWGIX (1000000). THORX annual gain was more profitable for investors over the last year : 20.58 vs. FWGIX (14.19). THORX (54.92) and FWGIX (53.11) have equivalent 5 years return.
| FWGIX | THORX | FWGIX / THORX | |
| Total Expense Ratio | 0.41 | 1.50 | 27% |
| Annual Report Gross Expense Ratio | 0.41 | 2.49 | 16% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 15.237 | 23.040 | 66% |
| 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 | 2.08 | 85% |
| Returns for 1 year | 14.19 | 20.58 | 69% |
| Returns for 3 years | 52.35 | 55.43 | 94% |
| Returns for 5 years | 53.11 | 54.92 | 97% |
| Returns for 10 years | N/A | 73.78 | - |
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