Interact to see
Advertisement
Advertisement
THOAX vs WGIFX
THOAX vs WGIFX Comparison
Open Charts THOAX vs WGIFX
Thornburg Global Opportunities A
Price$41.78
Change-$0.46 (-1.09%)
VolumeN/A
Net Assets1.32B
American Funds Capital World Gr&Inc F2
Price$68.61
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
THOAX vs WGIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
THOAX vs. WGIFX commentary
Jun 15, 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 THOAX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 131B vs. THOAX (1.32B). THOAX pays higher dividends than WGIFX: THOAX (2.32) vs WGIFX (1.75). THOAX was incepted earlier than WGIFX: THOAX (19 years) vs WGIFX (17 years). THOAX (1.34) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. THOAX (14.91). WGIFX has a lower initial minimum investment than THOAX: WGIFX (250) vs THOAX (5000). THOAX annual gain was more profitable for investors over the last year : 14.51 vs. WGIFX (6.58). THOAX return over 5 years is better than : 57.38 vs. WGIFX (52.99).
| THOAX | WGIFX | THOAX / WGIFX | |
| Total Expense Ratio | 1.34 | 0.52 | 258% |
| Annual Report Gross Expense Ratio | 1.34 | 0.52 | 258% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 15.991 | 9.129 | 175% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 131B | 1% |
| Annual Yield % from dividends | 2.32 | 1.75 | 132% |
| Returns for 1 year | 14.51 | 6.58 | 220% |
| Returns for 3 years | 43.98 | 44.89 | 98% |
| Returns for 5 years | 57.38 | 52.99 | 108% |
| Returns for 10 years | 66.67 | 53.21 | 125% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement