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CWIEX vs THOAX
CWIEX vs THOAX Comparison
Open Charts CWIEX vs THOAX
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Thornburg Global Opportunities A
Price$48.33
Change-$0.10 (-0.21%)
VolumeN/A
Net Assets1.53B
CWIEX vs THOAX Comparison Chart in %
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CWIEX vs. THOAX commentary
Nov 14, 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 StrongBuy and THOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. THOAX (1.53B). THOAX pays higher dividends than CWIEX: THOAX (1.99) vs CWIEX (1.15). CWIEX was incepted earlier than THOAX: CWIEX (24 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 : 29.11 vs. CWIEX (14.74). THOAX (49.94) and CWIEX (49.27) have equivalent 5 years return.
| CWIEX | THOAX | CWIEX / THOAX | |
| Total Expense Ratio | 1.00 | 1.34 | 75% |
| Annual Report Gross Expense Ratio | 1.00 | 1.34 | 75% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 23.158 | 34.453 | 67% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.53B | 9,436% |
| Annual Yield % from dividends | 1.15 | 1.99 | 58% |
| Returns for 1 year | 14.74 | 29.11 | 51% |
| Returns for 3 years | 55.93 | 60.82 | 92% |
| Returns for 5 years | 49.27 | 49.94 | 99% |
| Returns for 10 years | 105.00 | 112.83 | 93% |
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