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CWIFX vs THORX
CWIFX vs THORX Comparison
Open Charts CWIFX vs THORX
American Funds Capital World Gr&Inc 529F
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
Thornburg Global Opportunities R3
Price$46.69
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets1.51B
CWIFX vs THORX Comparison Chart in %
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CWIFX vs. THORX commentary
Sep 28, 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 THORX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. THORX (1.52B). THORX pays higher dividends than CWIFX: THORX (1.95) vs CWIFX (1.57). CWIFX was incepted earlier than THORX: CWIFX (23 years) vs THORX (18 years). THORX (2.49) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. THORX (14.91). THORX has a lower initial minimum investment than CWIFX: THORX (0) vs CWIFX (250). THORX annual gain was more profitable for investors over the last year : 22.20 vs. CWIFX (9.58). THORX (62.11) and CWIFX (59.80) have equivalent 5 years return.
| CWIFX | THORX | CWIFX / THORX | |
| Total Expense Ratio | 0.86 | 1.50 | 57% |
| Annual Report Gross Expense Ratio | 0.86 | 2.49 | 35% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 18.989 | 31.189 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.52B | 9,241% |
| Annual Yield % from dividends | 1.57 | 1.95 | 80% |
| Returns for 1 year | 9.58 | 22.20 | 43% |
| Returns for 3 years | 71.60 | 78.16 | 92% |
| Returns for 5 years | 59.80 | 62.11 | 96% |
| Returns for 10 years | 118.55 | 115.70 | 102% |
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