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CWIFX vs THORX
CWIFX vs THORX Comparison
Open Charts CWIFX vs THORX
American Funds Capital World Gr&Inc 529F
Price$72.90
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.73B
Thornburg Global Opportunities R3
Price$44.95
Change-$0.13 (-0.29%)
VolumeN/A
Net Assets1.45B
CWIFX vs THORX Comparison Chart in %
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CWIFX vs. THORX commentary
Aug 29, 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 THORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. THORX (1.45B). THORX pays higher dividends than CWIFX: THORX (2.03) vs CWIFX (1.60). CWIFX was incepted earlier than THORX: CWIFX (23 years) vs THORX (18 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 : 21.84 vs. CWIFX (10.78). CWIFX (49.16) and THORX (47.30) have equivalent 5 years return.
| 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 | 18 years | - |
| Gain YTD | 16.240 | 26.665 | 61% |
| 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 | 2.03 | 79% |
| Returns for 1 year | 10.78 | 21.84 | 49% |
| Returns for 3 years | 51.66 | 56.83 | 91% |
| Returns for 5 years | 49.16 | 47.30 | 104% |
| Returns for 10 years | 101.55 | 87.22 | 116% |
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