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CWIFX vs THOIX
CWIFX vs THOIX Comparison
Open Charts CWIFX vs THOIX
American Funds Capital World Gr&Inc 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Thornburg Global Opportunities I
Price$42.00
Change-$0.47 (-1.11%)
VolumeN/A
Net Assets1.32B
CWIFX vs THOIX Comparison Chart
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CWIFX vs. THOIX commentary
Jun 15, 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 THOIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. THOIX (1.32B). THOIX pays higher dividends than CWIFX: THOIX (2.59) vs CWIFX (1.68). CWIFX was incepted earlier than THOIX: CWIFX (23 years) vs THOIX (19 years). THOIX (1.08) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. THOIX (14.91). CWIFX has a lower initial minimum investment than THOIX: CWIFX (250) vs THOIX (2500000). THOIX annual gain was more profitable for investors over the last year : 14.89 vs. CWIFX (6.46). THOIX (59.95) and CWIFX (57.58) have equivalent 5 years return.
| CWIFX | THOIX | CWIFX / THOIX | |
| Total Expense Ratio | 0.86 | 0.99 | 87% |
| Annual Report Gross Expense Ratio | 0.86 | 1.08 | 80% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 9.097 | 16.118 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 1.68 | 2.59 | 65% |
| Returns for 1 year | 6.46 | 14.89 | 43% |
| Returns for 3 years | 46.04 | 45.38 | 101% |
| Returns for 5 years | 57.58 | 59.95 | 96% |
| Returns for 10 years | 76.87 | 69.93 | 110% |
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