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CWIFX vs THOFX
CWIFX vs THOFX Comparison
Open Charts CWIFX vs THOFX
American Funds Capital World Gr&Inc 529F
Price$78.08
Change+$0.21 (+0.27%)
VolumeN/A
Net Assets142.32B
Thornburg Global Opportunities R5
Price$47.60
Change+$0.14 (+0.29%)
VolumeN/A
Net Assets1.56B
CWIFX vs THOFX Comparison Chart in %
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CWIFX vs. THOFX commentary
Dec 13, 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 THOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. THOFX (1.56B). THOFX pays higher dividends than CWIFX: THOFX (2.19) vs CWIFX (1.48). 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 : 26.95 vs. CWIFX (14.31). THOFX return over 5 years is better than : 51.19 vs. CWIFX (48.26).
| 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 | 24.874 | 31.383 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.56B | 9,108% |
| Annual Yield % from dividends | 1.48 | 2.19 | 68% |
| Returns for 1 year | 14.31 | 26.95 | 53% |
| Returns for 3 years | 56.38 | 60.28 | 94% |
| Returns for 5 years | 48.26 | 51.19 | 94% |
| Returns for 10 years | 120.12 | 117.85 | 102% |
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