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CWIAX vs THOCX
CWIAX vs THOCX Comparison
Open Charts CWIAX vs THOCX
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Thornburg Global Opportunities C
Price$43.19
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets1.44B
CWIAX vs THOCX Comparison Chart in %
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CWIAX vs. THOCX commentary
Aug 18, 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 CWIAX is a Buy and THOCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. THOCX (1.44B). CWIAX pays higher dividends than THOCX: CWIAX (1.46) vs THOCX (1.37). CWIAX was incepted earlier than THOCX: CWIAX (24 years) vs THOCX (19 years). THOCX (2.17) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. THOCX (14.91). CWIAX has a lower initial minimum investment than THOCX: CWIAX (250) vs THOCX (5000). THOCX annual gain was more profitable for investors over the last year : 22.12 vs. CWIAX (11.41). CWIAX return over 5 years is better than : 51.32 vs. THOCX (43.63).
| CWIAX | THOCX | CWIAX / THOCX | |
| Total Expense Ratio | 0.78 | 2.17 | 36% |
| Annual Report Gross Expense Ratio | 0.78 | 2.17 | 36% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 15.485 | 25.955 | 60% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.44B | 9,540% |
| Annual Yield % from dividends | 1.46 | 1.37 | 107% |
| Returns for 1 year | 11.41 | 22.12 | 52% |
| Returns for 3 years | 42.58 | 46.82 | 91% |
| Returns for 5 years | 51.32 | 43.63 | 118% |
| Returns for 10 years | 85.94 | 66.49 | 129% |
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