Interact to see
Advertisement
Advertisement
CWIAX vs THOCX
CWIAX vs THOCX Comparison
Open Charts CWIAX vs THOCX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Thornburg Global Opportunities C
Price$48.68
Change+$3.29 (+7.25%)
VolumeN/A
Net Assets1.73B
CWIAX vs THOCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. THOCX commentary
Feb 04, 2026
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: 142B vs. THOCX (1.73B). CWIAX pays higher dividends than THOCX: CWIAX (1.45) vs THOCX (0.12). CWIAX was incepted earlier than THOCX: CWIAX (24 years) vs THOCX (20 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 : 35.23 vs. CWIAX (16.21). THOCX return over 5 years is better than : 43.07 vs. CWIAX (33.28).
| 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 | 20 years | - |
| Gain YTD | 4.934 | 7.866 | 63% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.73B | 8,213% |
| Annual Yield % from dividends | 1.45 | 0.12 | 1,184% |
| Returns for 1 year | 16.21 | 35.23 | 46% |
| Returns for 3 years | 43.10 | 57.13 | 75% |
| Returns for 5 years | 33.28 | 43.07 | 77% |
| Returns for 10 years | 124.19 | 128.46 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NVDS | 29.28 | 1.25 | +4.46% |
| Tradr 1.5X Short NVDA Daily ETF | |||
| BSMV | 21.30 | 0.03 | +0.13% |
| Invesco BulletShares 2031 Muncpl Bd ETF | |||
| IUS | 59.88 | 0.01 | +0.02% |
| Invesco RAFI™ Strategic US ETF | |||
| DECU | 27.54 | -0.17 | -0.61% |
| AllianzIM U.S. Equity Buffer15 UncDecETF | |||
| DFUS | 75.14 | -0.60 | -0.79% |
| Dimensional US Equity Market ETF | |||