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CWIFX vs THOAX
CWIFX vs THOAX Comparison
Open Charts CWIFX vs THOAX
American Funds Capital World Gr&Inc 529F
Price$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Thornburg Global Opportunities A
Price$47.17
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets1.49B
CWIFX vs THOAX Comparison Chart in %
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CWIFX vs. THOAX commentary
Nov 20, 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 THOAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. THOAX (1.49B). THOAX pays higher dividends than CWIFX: THOAX (1.99) vs CWIFX (1.49). 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 : 27.24 vs. CWIFX (12.35). THOAX return over 5 years is better than : 54.73 vs. CWIFX (46.07).
| 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 | 19.117 | 30.955 | 62% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.49B | 9,316% |
| Annual Yield % from dividends | 1.49 | 1.99 | 75% |
| Returns for 1 year | 12.35 | 27.24 | 45% |
| Returns for 3 years | 52.31 | 61.71 | 85% |
| Returns for 5 years | 46.07 | 54.73 | 84% |
| Returns for 10 years | 100.03 | 101.41 | 99% |
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