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CWIFX vs THOCX
CWIFX vs THOCX Comparison
Open Charts CWIFX vs THOCX
American Funds Capital World Gr&Inc 529F
Price$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Thornburg Global Opportunities C
Price$44.58
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets1.49B
CWIFX vs THOCX Comparison Chart in %
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CWIFX vs. THOCX 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 THOCX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. THOCX (1.49B). CWIFX pays higher dividends than THOCX: CWIFX (1.49) vs THOCX (1.25). CWIFX was incepted earlier than THOCX: CWIFX (23 years) vs THOCX (19 years). THOCX (2.17) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. THOCX (14.91). CWIFX has a lower initial minimum investment than THOCX: CWIFX (250) vs THOCX (5000). THOCX annual gain was more profitable for investors over the last year : 25.98 vs. CWIFX (12.35). THOCX (46.88) and CWIFX (46.07) have equivalent 5 years return.
| CWIFX | THOCX | CWIFX / THOCX | |
| Total Expense Ratio | 0.86 | 2.17 | 40% |
| Annual Report Gross Expense Ratio | 0.86 | 2.17 | 40% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 19.117 | 30.009 | 64% |
| Front Load | N/A | N/A | - |
| 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 | 1.25 | 119% |
| Returns for 1 year | 12.35 | 25.98 | 48% |
| Returns for 3 years | 52.31 | 57.17 | 92% |
| Returns for 5 years | 46.07 | 46.88 | 98% |
| Returns for 10 years | 100.03 | 86.32 | 116% |
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