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CWIFX vs THOAX
CWIFX vs THOAX Comparison
Open Charts CWIFX vs THOAX
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
Thornburg Global Opportunities A
Price$45.86
Change+$0.13 (+0.28%)
VolumeN/A
Net Assets1.45B
CWIFX vs THOAX Comparison Chart in %
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CWIFX vs. THOAX commentary
Sep 07, 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 THOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. THOAX (1.45B). THOAX pays higher dividends than CWIFX: THOAX (2.08) vs CWIFX (1.57). CWIFX was incepted earlier than THOAX: CWIFX (23 years) vs THOAX (19 years). THOAX (1.34) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. THOAX (14.91). CWIFX has a lower initial minimum investment than THOAX: CWIFX (250) vs THOAX (5000). THOAX annual gain was more profitable for investors over the last year : 24.39 vs. CWIFX (13.31). THOAX (52.72) and CWIFX (52.14) have equivalent 5 years return.
| CWIFX | THOAX | CWIFX / THOAX | |
| Total Expense Ratio | 0.86 | 1.34 | 64% |
| Annual Report Gross Expense Ratio | 0.86 | 1.34 | 64% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 16.304 | 27.318 | 60% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.45B | 9,468% |
| Annual Yield % from dividends | 1.57 | 2.08 | 75% |
| Returns for 1 year | 13.31 | 24.39 | 55% |
| Returns for 3 years | 56.25 | 62.80 | 90% |
| Returns for 5 years | 52.14 | 52.72 | 99% |
| Returns for 10 years | 102.66 | 92.67 | 111% |
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