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CWIFX vs THOVX
CWIFX vs THOVX Comparison
Open Charts CWIFX vs THOVX
American Funds Capital World Gr&Inc 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Thornburg Global Opportunities R4
Price$41.41
Change-$0.46 (-1.10%)
VolumeN/A
Net Assets1.32B
CWIFX vs THOVX Comparison Chart
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CWIFX vs. THOVX commentary
Jun 16, 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 Buy and THOVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. THOVX (1.32B). THOVX pays higher dividends than CWIFX: THOVX (2.27) vs CWIFX (1.68). CWIFX was incepted earlier than THOVX: CWIFX (23 years) vs THOVX (17 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 : 14.37 vs. CWIFX (6.46). CWIFX (57.58) and THOVX (56.20) 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 | 17 years | - |
| Gain YTD | 9.097 | 15.929 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 1.68 | 2.27 | 74% |
| Returns for 1 year | 6.46 | 14.37 | 45% |
| Returns for 3 years | 46.04 | 43.41 | 106% |
| Returns for 5 years | 57.58 | 56.20 | 102% |
| Returns for 10 years | 76.87 | 66.40 | 116% |
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