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CWIFX vs THOFX
CWIFX vs THOFX Comparison
Open Charts CWIFX vs THOFX
American Funds Capital World Gr&Inc 529F
Price$68.79
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
Thornburg Global Opportunities R5
Price$42.42
Change+$0.31 (+0.74%)
VolumeN/A
Net Assets1.32B
CWIFX vs THOFX Comparison Chart
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CWIFX vs. THOFX commentary
Jun 07, 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: 131B vs. THOFX (1.32B). THOFX pays higher dividends than CWIFX: THOFX (2.57) vs CWIFX (1.68). 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 : 13.69 vs. CWIFX (6.48). THOFX return over 5 years is better than : 55.10 vs. CWIFX (51.48).
| 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 | 9.096 | 17.085 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 1.68 | 2.57 | 65% |
| Returns for 1 year | 6.48 | 13.69 | 47% |
| Returns for 3 years | 31.72 | 34.25 | 93% |
| Returns for 5 years | 51.48 | 55.10 | 93% |
| Returns for 10 years | 78.17 | 73.25 | 107% |