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CWIFX vs THOAX
CWIFX vs THOAX Comparison
Open Charts CWIFX vs THOAX
American Funds Capital World Gr&Inc 529F
Price$75.89
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
Thornburg Global Opportunities A
Price$47.72
Change+$0.49 (+1.04%)
VolumeN/A
Net Assets1.5B
CWIFX vs THOAX Comparison Chart in %
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CWIFX vs. THOAX commentary
Oct 21, 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: 141B vs. THOAX (1.5B). THOAX pays higher dividends than CWIFX: THOAX (2.00) vs CWIFX (1.53). 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 : 24.29 vs. CWIFX (11.65). CWIFX (57.66) and THOAX (57.59) 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 | 21.372 | 32.482 | 66% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.5B | 9,375% |
| Annual Yield % from dividends | 1.53 | 2.00 | 76% |
| Returns for 1 year | 11.65 | 24.29 | 48% |
| Returns for 3 years | 68.82 | 72.82 | 95% |
| Returns for 5 years | 57.66 | 57.59 | 100% |
| Returns for 10 years | 102.18 | 105.11 | 97% |
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