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THORX vs WGIFX
THORX vs WGIFX Comparison
Open Charts THORX vs WGIFX
Thornburg Global Opportunities R3
Price$41.24
Change-$0.46 (-1.10%)
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
THORX vs WGIFX Comparison Chart
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THORX 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 THORX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 131B vs. THORX (1.32B). THORX pays higher dividends than WGIFX: THORX (2.17) vs WGIFX (1.75). THORX was incepted earlier than WGIFX: THORX (17 years) vs WGIFX (17 years). THORX (2.49) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. THORX (14.91). THORX has a lower initial minimum investment than WGIFX: THORX (0) vs WGIFX (250). THORX annual gain was more profitable for investors over the last year : 14.27 vs. WGIFX (6.58). THORX (55.35) and WGIFX (52.99) have equivalent 5 years return.
| THORX | WGIFX | THORX / WGIFX | |
| Total Expense Ratio | 1.50 | 0.52 | 288% |
| Annual Report Gross Expense Ratio | 2.49 | 0.52 | 479% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 15.875 | 9.129 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 131B | 1% |
| Annual Yield % from dividends | 2.17 | 1.75 | 124% |
| Returns for 1 year | 14.27 | 6.58 | 217% |
| Returns for 3 years | 43.05 | 44.89 | 96% |
| Returns for 5 years | 55.35 | 52.99 | 104% |
| Returns for 10 years | 64.62 | 53.21 | 121% |
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