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CWIFX vs THOGX
CWIFX vs THOGX Comparison
Open Charts CWIFX vs THOGX
American Funds Capital World Gr&Inc 529F
Price$75.12
Change+$0.27 (+0.36%)
VolumeN/A
Net Assets141.65B
Thornburg Global Opportunities R6
Price$48.08
Change-$0.09 (-0.19%)
VolumeN/A
Net Assets1.51B
CWIFX vs THOGX Comparison Chart in %
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CWIFX vs. THOGX commentary
Sep 24, 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 THOGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. THOGX (1.51B). THOGX pays higher dividends than CWIFX: THOGX (2.42) vs CWIFX (1.57). 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 : 26.08 vs. CWIFX (12.69). THOGX return over 5 years is better than : 70.26 vs. CWIFX (62.00).
| 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 | 19.708 | 32.663 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.51B | 9,410% |
| Annual Yield % from dividends | 1.57 | 2.42 | 65% |
| Returns for 1 year | 12.69 | 26.08 | 49% |
| Returns for 3 years | 70.08 | 80.46 | 87% |
| Returns for 5 years | 62.00 | 70.26 | 88% |
| Returns for 10 years | 115.03 | N/A | - |
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