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CWIFX vs THORX
CWIFX vs THORX Comparison
Open Charts CWIFX vs THORX
American Funds Capital World Gr&Inc 529F
Price$76.00
Change+$0.48 (+0.64%)
VolumeN/A
Net Assets141.87B
Thornburg Global Opportunities R3
Price$47.45
Change+$0.17 (+0.36%)
VolumeN/A
Net Assets1.53B
CWIFX vs THORX Comparison Chart in %
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CWIFX vs. THORX commentary
Oct 09, 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: 142B vs. THORX (1.53B). THORX pays higher dividends than CWIFX: THORX (1.87) vs CWIFX (1.53). 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 : 25.31 vs. CWIFX (12.94). CWIFX (56.43) and THORX (55.18) 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 | 21.548 | 33.324 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.53B | 9,287% |
| Annual Yield % from dividends | 1.53 | 1.87 | 82% |
| Returns for 1 year | 12.94 | 25.31 | 51% |
| Returns for 3 years | 72.03 | 76.27 | 94% |
| Returns for 5 years | 56.43 | 55.18 | 102% |
| Returns for 10 years | 106.65 | 105.61 | 101% |
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