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CWIEX vs THOAX
CWIEX vs THOAX Comparison
Open Charts CWIEX vs THOAX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Thornburg Global Opportunities A
Price$45.60
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets1.44B
CWIEX vs THOAX Comparison Chart in %
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CWIEX vs. THOAX commentary
Aug 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 CWIEX is a Buy and THOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. THOAX (1.44B). THOAX pays higher dividends than CWIEX: THOAX (2.17) vs CWIEX (1.25). 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 : 23.36 vs. CWIEX (11.15). THOAX (51.81) and CWIEX (49.58) 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 | 23 years | 19 years | - |
| Gain YTD | 15.312 | 26.596 | 58% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.44B | 9,540% |
| Annual Yield % from dividends | 1.25 | 2.17 | 58% |
| Returns for 1 year | 11.15 | 23.36 | 48% |
| Returns for 3 years | 41.58 | 51.28 | 81% |
| Returns for 5 years | 49.58 | 51.81 | 96% |
| Returns for 10 years | 81.77 | 79.95 | 102% |
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