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CWIFX vs THOVX
CWIFX vs THOVX Comparison
Open Charts CWIFX vs THOVX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Thornburg Global Opportunities R4
Price$45.18
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets1.44B
CWIFX vs THOVX Comparison Chart in %
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CWIFX vs. THOVX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. THOVX (1.44B). THOVX pays higher dividends than CWIFX: THOVX (2.12) vs CWIFX (1.60). 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 : 23.19 vs. CWIFX (11.58). CWIFX (52.56) and THOVX (50.62) 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 | 15.587 | 26.484 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.44B | 9,540% |
| Annual Yield % from dividends | 1.60 | 2.12 | 76% |
| Returns for 1 year | 11.58 | 23.19 | 50% |
| Returns for 3 years | 43.22 | 50.73 | 85% |
| Returns for 5 years | 52.56 | 50.62 | 104% |
| Returns for 10 years | 89.56 | 79.57 | 113% |