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THORX vs WGIFX
THORX vs WGIFX Comparison
Open Charts THORX vs WGIFX
Thornburg Global Opportunities R3
Price$47.12
Change+$0.25 (+0.53%)
VolumeN/A
Net Assets1.58B
American Funds Capital World Gr&Inc F2
Price$71.84
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
THORX vs WGIFX Comparison Chart in %
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THORX vs. WGIFX commentary
Dec 27, 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 Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. THORX (1.58B). THORX pays higher dividends than WGIFX: THORX (1.85) vs WGIFX (1.55). THORX was incepted earlier than WGIFX: THORX (18 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 : 30.52 vs. WGIFX (12.48). THORX return over 5 years is better than : 44.54 vs. WGIFX (32.28).
| THORX | WGIFX | THORX / WGIFX | |
| Total Expense Ratio | 1.50 | 0.52 | 288% |
| Annual Report Gross Expense Ratio | 2.49 | 0.52 | 479% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 31.694 | 14.501 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 142B | 1% |
| Annual Yield % from dividends | 1.85 | 1.55 | 120% |
| Returns for 1 year | 30.52 | 12.48 | 245% |
| Returns for 3 years | 60.96 | 47.06 | 130% |
| Returns for 5 years | 44.54 | 32.28 | 138% |
| Returns for 10 years | 100.48 | 76.15 | 132% |
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