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CWIFX vs THOVX
CWIFX vs THOVX Comparison
Open Charts CWIFX vs THOVX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Thornburg Global Opportunities R4
Price$46.80
Change-$0.31 (-0.66%)
VolumeN/A
Net Assets1.5B
CWIFX vs THOVX Comparison Chart in %
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CWIFX vs. THOVX 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 THOVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. THOVX (1.5B). THOVX pays higher dividends than CWIFX: THOVX (1.96) vs CWIFX (1.53). CWIFX was incepted earlier than THOVX: CWIFX (23 years) vs THOVX (18 years). THOVX (2.15) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. THOVX (14.91). THOVX has a lower initial minimum investment than CWIFX: THOVX (0) vs CWIFX (250). THOVX annual gain was more profitable for investors over the last year : 23.41 vs. CWIFX (10.94). CWIFX (55.22) and THOVX (54.38) have equivalent 5 years return.
| CWIFX | THOVX | CWIFX / THOVX | |
| Total Expense Ratio | 0.86 | 1.40 | 61% |
| Annual Report Gross Expense Ratio | 0.86 | 2.15 | 40% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 20.108 | 31.019 | 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 | 1.96 | 78% |
| Returns for 1 year | 10.94 | 23.41 | 47% |
| Returns for 3 years | 68.69 | 72.72 | 94% |
| Returns for 5 years | 55.22 | 54.38 | 102% |
| Returns for 10 years | 103.66 | 105.67 | 98% |
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