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FWGIX vs THORX
FWGIX vs THORX Comparison
Open Charts FWGIX vs THORX
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Thornburg Global Opportunities R3
Price$42.77
Change+$0.30 (+0.71%)
VolumeN/A
Net Assets1.36B
FWGIX vs THORX Comparison Chart in %
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FWGIX vs. THORX 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 THORX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. THORX (1.36B). THORX pays higher dividends than FWGIX: THORX (2.08) vs FWGIX (1.77). FWGIX was incepted earlier than THORX: FWGIX (8 years) vs THORX (17 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 : 16.34 vs. FWGIX (9.74). THORX return over 5 years is better than : 58.26 vs. FWGIX (54.88).
| FWGIX | THORX | FWGIX / THORX | |
| Total Expense Ratio | 0.41 | 1.50 | 27% |
| Annual Report Gross Expense Ratio | 0.41 | 2.49 | 16% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 13.775 | 20.174 | 68% |
| 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 | 2.08 | 85% |
| Returns for 1 year | 9.74 | 16.34 | 60% |
| Returns for 3 years | 51.57 | 51.71 | 100% |
| Returns for 5 years | 54.88 | 58.26 | 94% |
| Returns for 10 years | N/A | 74.70 | - |
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