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CWIFX vs THOAX
CWIFX vs THOAX Comparison
Open Charts CWIFX vs THOAX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Thornburg Global Opportunities A
Price$45.60
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets1.44B
CWIFX vs THOAX Comparison Chart in %
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CWIFX vs. THOAX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. THOAX (1.44B). THOAX pays higher dividends than CWIFX: THOAX (2.17) vs CWIFX (1.60). 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 : 23.36 vs. CWIFX (11.58). CWIFX (52.56) and THOAX (51.81) 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 | 15.587 | 26.596 | 59% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.44B | 9,540% |
| Annual Yield % from dividends | 1.60 | 2.17 | 74% |
| Returns for 1 year | 11.58 | 23.36 | 50% |
| Returns for 3 years | 43.22 | 51.28 | 84% |
| Returns for 5 years | 52.56 | 51.81 | 101% |
| Returns for 10 years | 89.56 | 79.95 | 112% |
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