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CWIEX vs THOAX
CWIEX vs THOAX Comparison
Open Charts CWIEX vs THOAX
American Funds Capital World Gr&Inc 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Thornburg Global Opportunities A
Price$41.78
Change-$0.46 (-1.09%)
VolumeN/A
Net Assets1.32B
CWIEX vs THOAX Comparison Chart
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CWIEX vs. THOAX 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 CWIEX is a Buy and THOAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 131B vs. THOAX (1.32B). THOAX pays higher dividends than CWIEX: THOAX (2.32) vs CWIEX (1.31). CWIEX was incepted earlier than THOAX: CWIEX (23 years) vs THOAX (19 years). THOAX (1.34) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. THOAX (14.91). CWIEX has a lower initial minimum investment than THOAX: CWIEX (250) vs THOAX (5000). THOAX annual gain was more profitable for investors over the last year : 14.51 vs. CWIEX (6.05). THOAX return over 5 years is better than : 57.38 vs. CWIEX (54.48).
| CWIEX | THOAX | CWIEX / THOAX | |
| Total Expense Ratio | 1.00 | 1.34 | 75% |
| Annual Report Gross Expense Ratio | 1.00 | 1.34 | 75% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 8.904 | 15.991 | 56% |
| Front Load | N/A | 5% | - |
| 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 | 1.31 | 2.32 | 56% |
| Returns for 1 year | 6.05 | 14.51 | 42% |
| Returns for 3 years | 44.36 | 43.98 | 101% |
| Returns for 5 years | 54.48 | 57.38 | 95% |
| Returns for 10 years | 69.54 | 66.67 | 104% |
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