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CWIAX vs THOCX
CWIAX vs THOCX Comparison
Open Charts CWIAX vs THOCX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
Thornburg Global Opportunities C
Price$44.67
Change-$0.31 (-0.69%)
VolumeN/A
Net Assets1.5B
CWIAX vs THOCX Comparison Chart in %
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CWIAX vs. THOCX commentary
Oct 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 Hold and THOCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. THOCX (1.5B). CWIAX pays higher dividends than THOCX: CWIAX (1.39) vs THOCX (1.26). 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 : 22.32 vs. CWIAX (10.77). CWIAX return over 5 years is better than : 54.01 vs. THOCX (47.17).
| 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 | 19.974 | 30.271 | 66% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.5B | 9,375% |
| Annual Yield % from dividends | 1.39 | 1.26 | 110% |
| Returns for 1 year | 10.77 | 22.32 | 48% |
| Returns for 3 years | 67.94 | 68.24 | 100% |
| Returns for 5 years | 54.01 | 47.17 | 115% |
| Returns for 10 years | 99.76 | 90.59 | 110% |
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