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CWIFX vs THORX
CWIFX vs THORX Comparison
Open Charts CWIFX vs THORX
American Funds Capital World Gr&Inc 529F
Price$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Thornburg Global Opportunities R3
Price$46.53
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets1.49B
CWIFX vs THORX Comparison Chart in %
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CWIFX vs. THORX commentary
Nov 20, 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 Hold and THORX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. THORX (1.49B). THORX pays higher dividends than CWIFX: THORX (1.86) vs CWIFX (1.49). 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 : 27.00 vs. CWIFX (12.35). THORX return over 5 years is better than : 52.93 vs. CWIFX (46.07).
| 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 | 19.117 | 30.739 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.49B | 9,316% |
| Annual Yield % from dividends | 1.49 | 1.86 | 80% |
| Returns for 1 year | 12.35 | 27.00 | 46% |
| Returns for 3 years | 52.31 | 60.82 | 86% |
| Returns for 5 years | 46.07 | 52.93 | 87% |
| Returns for 10 years | 100.03 | 98.93 | 101% |
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