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CWIFX vs THOCX
CWIFX vs THOCX Comparison
Open Charts CWIFX vs THOCX
American Funds Capital World Gr&Inc 529F
Price$72.47
Change-$0.43 (-0.59%)
VolumeN/A
Net Assets136.73B
Thornburg Global Opportunities C
Price$43.24
Change+$0.10 (+0.23%)
VolumeN/A
Net Assets1.45B
CWIFX vs THOCX Comparison Chart in %
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CWIFX vs. THOCX commentary
Sep 01, 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 THOCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. THOCX (1.45B). CWIFX pays higher dividends than THOCX: CWIFX (1.57) vs THOCX (1.31). 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 : 20.82 vs. CWIFX (9.89). CWIFX return over 5 years is better than : 48.28 vs. THOCX (41.11).
| 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 | 15.555 | 26.101 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.45B | 9,435% |
| Annual Yield % from dividends | 1.57 | 1.31 | 120% |
| Returns for 1 year | 9.89 | 20.82 | 48% |
| Returns for 3 years | 52.29 | 54.09 | 97% |
| Returns for 5 years | 48.28 | 41.11 | 117% |
| Returns for 10 years | 105.74 | 79.85 | 132% |
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