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CWIFX vs THORX
CWIFX vs THORX Comparison
Open Charts CWIFX vs THORX
American Funds Capital World Gr&Inc 529F
Price$71.54
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Thornburg Global Opportunities R3
Price$46.87
Change+$0.12 (+0.26%)
VolumeN/A
Net Assets1.58B
CWIFX vs THORX Comparison Chart in %
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CWIFX vs. THORX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. THORX (1.58B). 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 : 30.52 vs. CWIFX (12.39). THORX return over 5 years is better than : 44.54 vs. CWIFX (34.60).
| 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 | 14.415 | 31.694 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.58B | 8,993% |
| Annual Yield % from dividends | 1.48 | 1.85 | 80% |
| Returns for 1 year | 12.39 | 30.52 | 41% |
| Returns for 3 years | 46.56 | 60.96 | 76% |
| Returns for 5 years | 34.60 | 44.54 | 78% |
| Returns for 10 years | 99.15 | 100.48 | 99% |
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