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CWIFX vs THOFX
CWIFX vs THOFX Comparison
Open Charts CWIFX vs THOFX
American Funds Capital World Gr&Inc 529F
Price$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Thornburg Global Opportunities R5
Price$47.57
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets1.49B
CWIFX vs THOFX Comparison Chart in %
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CWIFX vs. THOFX 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 THOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. THOFX (1.49B). THOFX pays higher dividends than CWIFX: THOFX (2.20) vs CWIFX (1.49). 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 : 27.66 vs. CWIFX (12.35). THOFX return over 5 years is better than : 57.29 vs. CWIFX (46.07).
| 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 | 19.117 | 31.300 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.49B | 9,316% |
| Annual Yield % from dividends | 1.49 | 2.20 | 68% |
| Returns for 1 year | 12.35 | 27.66 | 45% |
| Returns for 3 years | 52.31 | 63.27 | 83% |
| Returns for 5 years | 46.07 | 57.29 | 80% |
| Returns for 10 years | 100.03 | 107.79 | 93% |
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