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CWIFX vs THOAX
CWIFX vs THOAX Comparison
Open Charts CWIFX vs THOAX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Thornburg Global Opportunities A
Price$47.23
Change-$0.32 (-0.67%)
VolumeN/A
Net Assets1.5B
CWIFX vs THOAX Comparison Chart in %
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CWIFX vs. THOAX commentary
Oct 21, 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 StrongBuy and THOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. THOAX (1.5B). THOAX pays higher dividends than CWIFX: THOAX (2.00) vs CWIFX (1.53). 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 : 23.57 vs. CWIFX (10.94). THOAX (55.50) and CWIFX (55.22) 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 | 20.108 | 31.122 | 65% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.5B | 9,375% |
| Annual Yield % from dividends | 1.53 | 2.00 | 76% |
| Returns for 1 year | 10.94 | 23.57 | 46% |
| Returns for 3 years | 68.69 | 73.36 | 94% |
| Returns for 5 years | 55.22 | 55.50 | 100% |
| Returns for 10 years | 103.66 | 105.99 | 98% |
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