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CWIFX vs THORX
CWIFX vs THORX Comparison
Open Charts CWIFX vs THORX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Thornburg Global Opportunities R3
Price$50.67
Change+$3.34 (+7.06%)
VolumeN/A
Net Assets1.74B
CWIFX vs THORX Comparison Chart in %
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CWIFX vs. THORX commentary
Feb 04, 2026
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: 142B vs. THORX (1.75B). CWIFX pays higher dividends than THORX: CWIFX (1.59) vs THORX (0.70). 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 : 36.46 vs. CWIFX (16.37). THORX return over 5 years is better than : 49.38 vs. CWIFX (34.32).
| 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 | 4.948 | 7.923 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.75B | 8,138% |
| Annual Yield % from dividends | 1.59 | 0.70 | 228% |
| Returns for 1 year | 16.37 | 36.46 | 45% |
| Returns for 3 years | 43.74 | 61.24 | 71% |
| Returns for 5 years | 34.32 | 49.38 | 69% |
| Returns for 10 years | 128.46 | 144.65 | 89% |
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