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CWIFX vs THOFX
CWIFX vs THOFX Comparison
Open Charts CWIFX vs THOFX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Thornburg Global Opportunities R5
Price$47.62
Change-$0.32 (-0.67%)
VolumeN/A
Net Assets1.5B
CWIFX vs THOFX Comparison Chart in %
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CWIFX vs. THOFX commentary
Oct 19, 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 Hold and THOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. THOFX (1.5B). THOFX pays higher dividends than CWIFX: THOFX (2.22) vs CWIFX (1.53). 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 : 23.95 vs. CWIFX (10.94). THOFX return over 5 years is better than : 58.18 vs. CWIFX (55.22).
| 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 | 20.108 | 31.438 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.5B | 9,375% |
| Annual Yield % from dividends | 1.53 | 2.22 | 69% |
| Returns for 1 year | 10.94 | 23.95 | 46% |
| Returns for 3 years | 68.69 | 75.08 | 91% |
| Returns for 5 years | 55.22 | 58.18 | 95% |
| Returns for 10 years | 103.66 | 112.61 | 92% |
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