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CWIFX vs THOGX
CWIFX vs THOGX Comparison
Open Charts CWIFX vs THOGX
American Funds Capital World Gr&Inc 529F
Price$72.47
Change-$0.43 (-0.59%)
VolumeN/A
Net Assets136.73B
Thornburg Global Opportunities R6
Price$46.16
Change+$0.11 (+0.24%)
VolumeN/A
Net Assets1.45B
CWIFX vs THOGX Comparison Chart in %
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CWIFX vs. THOGX commentary
Aug 30, 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 THOGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. THOGX (1.45B). THOGX pays higher dividends than CWIFX: THOGX (2.53) vs CWIFX (1.60). CWIFX was incepted earlier than THOGX: CWIFX (23 years) vs THOGX (8 years). THOGX (1.01) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. THOGX (14.91). THOGX has a lower initial minimum investment than CWIFX: THOGX (0) vs CWIFX (250). THOGX annual gain was more profitable for investors over the last year : 22.30 vs. CWIFX (9.89). THOGX return over 5 years is better than : 52.45 vs. CWIFX (48.28).
| CWIFX | THOGX | CWIFX / THOGX | |
| Total Expense Ratio | 0.86 | 0.85 | 101% |
| Annual Report Gross Expense Ratio | 0.86 | 1.01 | 85% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 15.555 | 26.825 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.45B | 9,435% |
| Annual Yield % from dividends | 1.60 | 2.53 | 63% |
| Returns for 1 year | 9.89 | 22.30 | 44% |
| Returns for 3 years | 52.29 | 60.63 | 86% |
| Returns for 5 years | 48.28 | 52.45 | 92% |
| Returns for 10 years | 105.74 | N/A | - |
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