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CWIFX vs THOFX
CWIFX vs THOFX Comparison
Open Charts CWIFX vs THOFX
American Funds Capital World Gr&Inc 529F
Price$76.00
Change+$0.48 (+0.64%)
VolumeN/A
Net Assets141.87B
Thornburg Global Opportunities R5
Price$48.48
Change+$0.17 (+0.35%)
VolumeN/A
Net Assets1.53B
CWIFX vs THOFX Comparison Chart in %
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CWIFX vs. THOFX commentary
Oct 09, 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 Buy and THOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. THOFX (1.53B). THOFX pays higher dividends than CWIFX: THOFX (2.22) vs CWIFX (1.53). CWIFX was incepted earlier than THOFX: CWIFX (23 years) vs THOFX (18 years). THOFX (1.35) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. THOFX (14.91). THOFX has a lower initial minimum investment than CWIFX: THOFX (0) vs CWIFX (250). THOFX annual gain was more profitable for investors over the last year : 25.94 vs. CWIFX (12.94). THOFX return over 5 years is better than : 59.82 vs. CWIFX (56.43).
| CWIFX | THOFX | CWIFX / THOFX | |
| Total Expense Ratio | 0.86 | 0.99 | 87% |
| Annual Report Gross Expense Ratio | 0.86 | 1.35 | 64% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 21.548 | 33.812 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.53B | 9,287% |
| Annual Yield % from dividends | 1.53 | 2.22 | 69% |
| Returns for 1 year | 12.94 | 25.94 | 50% |
| Returns for 3 years | 72.03 | 79.05 | 91% |
| Returns for 5 years | 56.43 | 59.82 | 94% |
| Returns for 10 years | 106.65 | 114.75 | 93% |
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