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CWIFX vs THORX
CWIFX vs THORX Comparison
Open Charts CWIFX vs THORX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Thornburg Global Opportunities R3
Price$46.59
Change-$0.32 (-0.68%)
VolumeN/A
Net Assets1.5B
CWIFX vs THORX Comparison Chart in %
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CWIFX vs. THORX commentary
Oct 19, 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 Hold and THORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. THORX (1.5B). THORX pays higher dividends than CWIFX: THORX (1.87) vs CWIFX (1.53). 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 : 23.32 vs. CWIFX (10.94). CWIFX (55.22) and THORX (53.55) 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 | 20.108 | 30.908 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.5B | 9,375% |
| Annual Yield % from dividends | 1.53 | 1.87 | 82% |
| Returns for 1 year | 10.94 | 23.32 | 47% |
| Returns for 3 years | 68.69 | 72.28 | 95% |
| Returns for 5 years | 55.22 | 53.55 | 103% |
| Returns for 10 years | 103.66 | 103.50 | 100% |
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