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CWIFX vs THOFX
CWIFX vs THOFX Comparison
Open Charts CWIFX vs THOFX
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Thornburg Global Opportunities R5
Price$46.09
Change+$0.22 (+0.48%)
VolumeN/A
Net Assets1.45B
CWIFX vs THOFX Comparison Chart in %
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CWIFX vs. THOFX commentary
Sep 08, 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 THOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. THOFX (1.45B). THOFX pays higher dividends than CWIFX: THOFX (2.31) vs CWIFX (1.57). CWIFX was incepted earlier than THOFX: CWIFX (23 years) vs THOFX (18 years). THOFX (1.35) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. THOFX (14.91). THOFX has a lower initial minimum investment than CWIFX: THOFX (0) vs CWIFX (250). THOFX annual gain was more profitable for investors over the last year : 24.79 vs. CWIFX (13.31). THOFX return over 5 years is better than : 55.33 vs. CWIFX (52.14).
| CWIFX | THOFX | CWIFX / THOFX | |
| Total Expense Ratio | 0.86 | 0.99 | 87% |
| Annual Report Gross Expense Ratio | 0.86 | 1.35 | 64% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 16.304 | 27.574 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.45B | 9,511% |
| Annual Yield % from dividends | 1.57 | 2.31 | 68% |
| Returns for 1 year | 13.31 | 24.79 | 54% |
| Returns for 3 years | 56.25 | 64.39 | 87% |
| Returns for 5 years | 52.14 | 55.33 | 94% |
| Returns for 10 years | 102.66 | 98.82 | 104% |
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