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CWIFX vs THOGX
CWIFX vs THOGX Comparison
Open Charts CWIFX vs THOGX
American Funds Capital World Gr&Inc 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Thornburg Global Opportunities R6
Price$42.20
Change-$0.47 (-1.10%)
VolumeN/A
Net Assets1.32B
CWIFX vs THOGX Comparison Chart
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CWIFX vs. THOGX 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 THOGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. THOGX (1.32B). THOGX pays higher dividends than CWIFX: THOGX (2.70) vs CWIFX (1.68). CWIFX was incepted earlier than THOGX: CWIFX (23 years) vs THOGX (8 years). THOGX (1.01) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. THOGX (14.91). THOGX has a lower initial minimum investment than CWIFX: THOGX (0) vs CWIFX (250). THOGX annual gain was more profitable for investors over the last year : 15.06 vs. CWIFX (6.46). THOGX return over 5 years is better than : 61.26 vs. CWIFX (57.58).
| CWIFX | THOGX | CWIFX / THOGX | |
| Total Expense Ratio | 0.86 | 0.85 | 101% |
| Annual Report Gross Expense Ratio | 0.86 | 1.01 | 85% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 9.097 | 16.221 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 1.68 | 2.70 | 62% |
| Returns for 1 year | 6.46 | 15.06 | 43% |
| Returns for 3 years | 46.04 | 46.01 | 100% |
| Returns for 5 years | 57.58 | 61.26 | 94% |
| Returns for 10 years | 76.87 | N/A | - |
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