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CWIFX vs THOAX
CWIFX vs THOAX Comparison
Open Charts CWIFX vs THOAX
American Funds Capital World Gr&Inc 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Thornburg Global Opportunities A
Price$41.78
Change-$0.46 (-1.09%)
VolumeN/A
Net Assets1.32B
CWIFX vs THOAX Comparison Chart
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CWIFX vs. THOAX commentary
Jun 16, 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 CWIFX is a Buy and THOAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. THOAX (1.32B). THOAX pays higher dividends than CWIFX: THOAX (2.32) vs CWIFX (1.68). CWIFX was incepted earlier than THOAX: CWIFX (23 years) vs THOAX (19 years). THOAX (1.34) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. THOAX (14.91). CWIFX has a lower initial minimum investment than THOAX: CWIFX (250) vs THOAX (5000). THOAX annual gain was more profitable for investors over the last year : 14.51 vs. CWIFX (6.46). CWIFX (57.58) and THOAX (57.38) have equivalent 5 years return.
| CWIFX | THOAX | CWIFX / THOAX | |
| Total Expense Ratio | 0.86 | 1.34 | 64% |
| Annual Report Gross Expense Ratio | 0.86 | 1.34 | 64% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 9.097 | 15.991 | 57% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 1.68 | 2.32 | 72% |
| Returns for 1 year | 6.46 | 14.51 | 45% |
| Returns for 3 years | 46.04 | 43.98 | 105% |
| Returns for 5 years | 57.58 | 57.38 | 100% |
| Returns for 10 years | 76.87 | 66.67 | 115% |
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