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CWIFX vs THOAX
CWIFX vs THOAX Comparison
Open Charts CWIFX vs THOAX
American Funds Capital World Gr&Inc 529F
Price$71.54
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Thornburg Global Opportunities A
Price$47.70
Change+$0.25 (+0.53%)
VolumeN/A
Net Assets1.58B
CWIFX vs THOAX Comparison Chart in %
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CWIFX vs. THOAX 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 CWIFX is a Hold and THOAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. THOAX (1.58B). THOAX pays higher dividends than CWIFX: THOAX (1.98) vs CWIFX (1.48). 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 : 30.50 vs. CWIFX (12.39). THOAX return over 5 years is better than : 46.02 vs. CWIFX (34.60).
| 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 | 14.415 | 31.732 | 45% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.58B | 8,993% |
| Annual Yield % from dividends | 1.48 | 1.98 | 75% |
| Returns for 1 year | 12.39 | 30.50 | 41% |
| Returns for 3 years | 46.56 | 61.63 | 76% |
| Returns for 5 years | 34.60 | 46.02 | 75% |
| Returns for 10 years | 99.15 | 103.24 | 96% |
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