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CWIFX vs THORX
CWIFX vs THORX Comparison
Open Charts CWIFX vs THORX
American Funds Capital World Gr&Inc 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Thornburg Global Opportunities R3
Price$41.24
Change-$0.46 (-1.10%)
VolumeN/A
Net Assets1.32B
CWIFX vs THORX Comparison Chart
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CWIFX vs. THORX 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 THORX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. THORX (1.32B). THORX pays higher dividends than CWIFX: THORX (2.17) vs CWIFX (1.68). CWIFX was incepted earlier than THORX: CWIFX (23 years) vs THORX (17 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 : 14.27 vs. CWIFX (6.46). CWIFX (57.58) and THORX (55.35) 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 | 17 years | - |
| Gain YTD | 9.097 | 15.875 | 57% |
| 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 | 2.17 | 77% |
| Returns for 1 year | 6.46 | 14.27 | 45% |
| Returns for 3 years | 46.04 | 43.05 | 107% |
| Returns for 5 years | 57.58 | 55.35 | 104% |
| Returns for 10 years | 76.87 | 64.62 | 119% |
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