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THORX vs WGIFX
THORX vs WGIFX Comparison
Open Charts THORX vs WGIFX
Thornburg Global Opportunities R3
Price$46.59
Change-$0.32 (-0.68%)
VolumeN/A
Net Assets1.5B
American Funds Capital World Gr&Inc F2
Price$75.32
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
THORX vs WGIFX Comparison Chart in %
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THORX vs. WGIFX commentary
Oct 19, 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 StrongBuy and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 141B vs. THORX (1.5B). THORX pays higher dividends than WGIFX: THORX (1.87) vs WGIFX (1.59). 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 : 23.32 vs. WGIFX (11.05). THORX (53.55) and WGIFX (52.11) 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 | 18 years | 17 years | - |
| Gain YTD | 30.908 | 20.182 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 141B | 1% |
| Annual Yield % from dividends | 1.87 | 1.59 | 118% |
| Returns for 1 year | 23.32 | 11.05 | 211% |
| Returns for 3 years | 72.28 | 68.14 | 106% |
| Returns for 5 years | 53.55 | 52.11 | 103% |
| Returns for 10 years | 103.50 | 78.84 | 131% |
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