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CWIFX vs THOGX
CWIFX vs THOGX Comparison
Open Charts CWIFX vs THOGX
American Funds Capital World Gr&Inc 529F
Price$72.05
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
Thornburg Global Opportunities R6
Price$46.06
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets1.43B
CWIFX vs THOGX Comparison Chart in %
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CWIFX vs. THOGX commentary
Aug 20, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. THOGX (1.43B). THOGX pays higher dividends than CWIFX: THOGX (2.53) vs CWIFX (1.60). 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 : 22.73 vs. CWIFX (11.30). THOGX return over 5 years is better than : 55.36 vs. CWIFX (52.31).
| 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 | 15.555 | 26.714 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.43B | 9,554% |
| Annual Yield % from dividends | 1.60 | 2.53 | 63% |
| Returns for 1 year | 11.30 | 22.73 | 50% |
| Returns for 3 years | 45.98 | 55.97 | 82% |
| Returns for 5 years | 52.31 | 55.36 | 94% |
| Returns for 10 years | 99.86 | N/A | - |
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