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CWIAX vs THOCX
CWIAX vs THOCX Comparison
Open Charts CWIAX vs THOCX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Thornburg Global Opportunities C
Price$39.63
Change-$0.44 (-1.10%)
VolumeN/A
Net Assets1.32B
CWIAX vs THOCX Comparison Chart
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CWIAX vs. THOCX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. THOCX (1.32B). CWIAX (1.52) and THOCX (1.45) have matching dividends . CWIAX was incepted earlier than THOCX: CWIAX (23 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 : 13.38 vs. CWIAX (6.31). CWIAX return over 5 years is better than : 56.31 vs. THOCX (48.98).
| CWIAX | THOCX | CWIAX / THOCX | |
| Total Expense Ratio | 0.78 | 2.17 | 36% |
| Annual Report Gross Expense Ratio | 0.78 | 2.17 | 36% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 9.031 | 15.573 | 58% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 1.52 | 1.45 | 105% |
| Returns for 1 year | 6.31 | 13.38 | 47% |
| Returns for 3 years | 45.37 | 39.72 | 114% |
| Returns for 5 years | 56.31 | 48.98 | 115% |
| Returns for 10 years | 73.44 | 54.20 | 136% |
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