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CWIFX vs THORX
CWIFX vs THORX Comparison
Open Charts CWIFX vs THORX
American Funds Capital World Gr&Inc 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Thornburg Global Opportunities R3
Price$47.68
Change-$0.10 (-0.21%)
VolumeN/A
Net Assets1.53B
CWIFX vs THORX Comparison Chart in %
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CWIFX vs. THORX commentary
Nov 14, 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: 144B vs. THORX (1.53B). THORX pays higher dividends than CWIFX: THORX (1.86) vs CWIFX (1.49). 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 : 28.87 vs. CWIFX (15.20). CWIFX return over 5 years is better than : 52.22 vs. THORX (48.08).
| 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 | 23.579 | 34.251 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.53B | 9,436% |
| Annual Yield % from dividends | 1.49 | 1.86 | 80% |
| Returns for 1 year | 15.20 | 28.87 | 53% |
| Returns for 3 years | 57.77 | 59.89 | 96% |
| Returns for 5 years | 52.22 | 48.08 | 109% |
| Returns for 10 years | 113.80 | 110.22 | 103% |
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