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THORX vs WGIFX
THORX vs WGIFX Comparison
Open Charts THORX vs WGIFX
Thornburg Global Opportunities R3
Price$50.67
Change+$3.34 (+7.06%)
VolumeN/A
Net Assets1.74B
American Funds Capital World Gr&Inc F2
Price$74.90
Change-$1.04 (-1.37%)
VolumeN/A
Net Assets142.37B
THORX vs WGIFX Comparison Chart in %
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THORX vs. WGIFX commentary
Feb 04, 2026
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: 142B vs. THORX (1.75B). WGIFX pays higher dividends than THORX: WGIFX (1.65) vs THORX (0.70). THORX was incepted earlier than WGIFX: THORX (18 years) vs WGIFX (18 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 : 36.46 vs. WGIFX (16.51). THORX return over 5 years is better than : 49.38 vs. WGIFX (32.04).
| 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 | 18 years | - |
| Gain YTD | 7.923 | 4.946 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 142B | 1% |
| Annual Yield % from dividends | 0.70 | 1.65 | 42% |
| Returns for 1 year | 36.46 | 16.51 | 221% |
| Returns for 3 years | 61.24 | 44.27 | 138% |
| Returns for 5 years | 49.38 | 32.04 | 154% |
| Returns for 10 years | 144.65 | 102.12 | 142% |
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