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CWIFX vs THORX
CWIFX vs THORX Comparison
Open Charts CWIFX vs THORX
American Funds Capital World Gr&Inc 529F
Price$66.17
Change+$1.29 (+1.99%)
VolumeN/A
Net Assets124.97B
Thornburg Global Opportunities R3
Price$39.80
Change+$0.73 (+1.87%)
VolumeN/A
Net Assets1.25B
CWIFX vs THORX Comparison Chart
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CWIFX vs. THORX commentary
May 13, 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 THORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 125B vs. THORX (1.25B). THORX pays higher dividends than CWIFX: THORX (2.29) vs CWIFX (1.78). CWIFX was incepted earlier than THORX: CWIFX (23 years) vs THORX (17 years). THORX (2.49) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. THORX (14.91). THORX has a lower initial minimum investment than CWIFX: THORX (0) vs CWIFX (250). THORX annual gain was more profitable for investors over the last year : 7.61 vs. CWIFX (1.97). THORX return over 5 years is better than : 64.65 vs. CWIFX (60.44).
| CWIFX | THORX | CWIFX / THORX | |
| Total Expense Ratio | 0.86 | 1.50 | 57% |
| Annual Report Gross Expense Ratio | 0.86 | 2.49 | 35% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 2.895 | 9.778 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.25B | 9,968% |
| Annual Yield % from dividends | 1.78 | 2.29 | 77% |
| Returns for 1 year | 1.97 | 7.61 | 26% |
| Returns for 3 years | 30.59 | 31.83 | 96% |
| Returns for 5 years | 60.44 | 64.65 | 93% |
| Returns for 10 years | 62.70 | 53.65 | 117% |