Interact to see
Advertisement
Advertisement
CWIFX vs THOVX
CWIFX vs THOVX Comparison
Open Charts CWIFX vs THOVX
American Funds Capital World Gr&Inc 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
Thornburg Global Opportunities R4
Price$41.87
Change-$0.09 (-0.21%)
VolumeN/A
Net Assets1.33B
CWIFX vs THOVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. THOVX commentary
Jun 14, 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 THOVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 132B vs. THOVX (1.33B). THOVX pays higher dividends than CWIFX: THOVX (2.27) vs CWIFX (1.68). CWIFX was incepted earlier than THOVX: CWIFX (23 years) vs THOVX (17 years). THOVX (2.15) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. THOVX (14.91). THOVX has a lower initial minimum investment than CWIFX: THOVX (0) vs CWIFX (250). THOVX annual gain was more profitable for investors over the last year : 15.12 vs. CWIFX (6.46). THOVX (57.94) and CWIFX (57.58) have equivalent 5 years return.
| CWIFX | THOVX | CWIFX / THOVX | |
| Total Expense Ratio | 0.86 | 1.40 | 61% |
| Annual Report Gross Expense Ratio | 0.86 | 2.15 | 40% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 9.097 | 17.217 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 1.33B | 9,910% |
| Annual Yield % from dividends | 1.68 | 2.27 | 74% |
| Returns for 1 year | 6.46 | 15.12 | 43% |
| Returns for 3 years | 46.04 | 45.53 | 101% |
| Returns for 5 years | 57.58 | 57.94 | 99% |
| Returns for 10 years | 76.87 | 68.37 | 112% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement