Interact to see
Advertisement
Advertisement
CWIFX vs THOCX
CWIFX vs THOCX Comparison
Open Charts CWIFX vs THOCX
American Funds Capital World Gr&Inc 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Thornburg Global Opportunities C
Price$39.63
Change-$0.44 (-1.10%)
VolumeN/A
Net Assets1.32B
CWIFX vs THOCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. THOCX 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 THOCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. THOCX (1.32B). CWIFX pays higher dividends than THOCX: CWIFX (1.68) vs THOCX (1.45). CWIFX was incepted earlier than THOCX: CWIFX (23 years) vs THOCX (19 years). THOCX (2.17) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. THOCX (14.91). CWIFX has a lower initial minimum investment than THOCX: CWIFX (250) vs THOCX (5000). THOCX annual gain was more profitable for investors over the last year : 13.38 vs. CWIFX (6.46). CWIFX return over 5 years is better than : 57.58 vs. THOCX (48.98).
| CWIFX | THOCX | CWIFX / THOCX | |
| Total Expense Ratio | 0.86 | 2.17 | 40% |
| Annual Report Gross Expense Ratio | 0.86 | 2.17 | 40% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 9.097 | 15.573 | 58% |
| Front Load | N/A | N/A | - |
| 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 | 1.45 | 115% |
| Returns for 1 year | 6.46 | 13.38 | 48% |
| Returns for 3 years | 46.04 | 39.72 | 116% |
| Returns for 5 years | 57.58 | 48.98 | 118% |
| Returns for 10 years | 76.87 | 54.20 | 142% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement