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CWIFX vs THOFX
CWIFX vs THOFX Comparison
Open Charts CWIFX vs THOFX
American Funds Capital World Gr&Inc 529F
Price$64.88
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.77B
Thornburg Global Opportunities R5
Price$39.85
Change+$0.20 (+0.50%)
VolumeN/A
Net Assets1.25B
CWIFX vs THOFX Comparison Chart
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CWIFX vs. THOFX commentary
May 11, 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: 125B vs. THOFX (1.25B). THOFX pays higher dividends than CWIFX: THOFX (2.72) vs CWIFX (1.78). CWIFX was incepted earlier than THOFX: CWIFX (23 years) vs THOFX (17 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 : 8.35 vs. CWIFX (2.35). THOFX return over 5 years is better than : 62.51 vs. CWIFX (56.83).
| 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 | 17 years | - |
| Gain YTD | 2.895 | 9.992 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.25B | 10,016% |
| Annual Yield % from dividends | 1.78 | 2.72 | 65% |
| Returns for 1 year | 2.35 | 8.35 | 28% |
| Returns for 3 years | 33.16 | 35.34 | 94% |
| Returns for 5 years | 56.83 | 62.51 | 91% |
| Returns for 10 years | 65.05 | 61.88 | 105% |
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