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CWIFX vs THOGX
CWIFX vs THOGX Comparison
Open Charts CWIFX vs THOGX
American Funds Capital World Gr&Inc 529F
Price$68.79
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
Thornburg Global Opportunities R6
Price$42.54
Change+$0.31 (+0.73%)
VolumeN/A
Net Assets1.32B
CWIFX vs THOGX Comparison Chart
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CWIFX vs. THOGX 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 THOGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. THOGX (1.32B). THOGX pays higher dividends than CWIFX: THOGX (2.70) vs CWIFX (1.68). 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 : 13.88 vs. CWIFX (6.48). THOGX return over 5 years is better than : 56.35 vs. CWIFX (51.48).
| 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 | 9.096 | 17.158 | 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 | 2.70 | 62% |
| Returns for 1 year | 6.48 | 13.88 | 47% |
| Returns for 3 years | 31.72 | 34.88 | 91% |
| Returns for 5 years | 51.48 | 56.35 | 91% |
| Returns for 10 years | 78.17 | N/A | - |
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