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CWIEX vs THOAX
CWIEX vs THOAX Comparison
Open Charts CWIEX vs THOAX
American Funds Capital World Gr&Inc 529E
Price$71.43
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Thornburg Global Opportunities A
Price$47.45
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets1.58B
CWIEX vs THOAX Comparison Chart in %
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CWIEX vs. THOAX commentary
Dec 27, 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 Hold and THOAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. THOAX (1.58B). THOAX pays higher dividends than CWIEX: THOAX (1.98) vs CWIEX (1.14). 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 : 30.50 vs. CWIEX (12.05). THOAX return over 5 years is better than : 46.02 vs. CWIEX (32.09).
| 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 | 14.072 | 31.732 | 44% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.58B | 8,993% |
| Annual Yield % from dividends | 1.14 | 1.98 | 58% |
| Returns for 1 year | 12.05 | 30.50 | 40% |
| Returns for 3 years | 44.98 | 61.63 | 73% |
| Returns for 5 years | 32.09 | 46.02 | 70% |
| Returns for 10 years | 91.14 | 103.24 | 88% |
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