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CWIFX vs THORX
CWIFX vs THORX Comparison
Open Charts CWIFX vs THORX
American Funds Capital World Gr&Inc 529F
Price$77.03
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Thornburg Global Opportunities R3
Price$46.12
Change+$0.11 (+0.24%)
VolumeN/A
Net Assets1.54B
CWIFX vs THORX Comparison Chart in %
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CWIFX vs. THORX commentary
Dec 04, 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 StrongBuy and THORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. THORX (1.55B). THORX pays higher dividends than CWIFX: THORX (1.85) vs CWIFX (1.48). 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 : 27.04 vs. CWIFX (12.79). CWIFX (45.56) and THORX (44.35) 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 | 18 years | - |
| Gain YTD | 22.203 | 28.969 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.55B | 9,191% |
| Annual Yield % from dividends | 1.48 | 1.85 | 80% |
| Returns for 1 year | 12.79 | 27.04 | 47% |
| Returns for 3 years | 51.07 | 52.96 | 96% |
| Returns for 5 years | 45.56 | 44.35 | 103% |
| Returns for 10 years | 106.66 | 98.03 | 109% |