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CWIEX vs THOAX
CWIEX vs THOAX Comparison
Open Charts CWIEX vs THOAX
American Funds Capital World Gr&Inc 529E
Price$74.11
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
Thornburg Global Opportunities A
Price$51.28
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets1.75B
CWIEX vs THOAX Comparison Chart in %
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CWIEX vs. THOAX commentary
Feb 05, 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 CWIEX is a Buy and THOAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. THOAX (1.75B). CWIEX pays higher dividends than THOAX: CWIEX (1.24) vs THOAX (0.91). CWIEX was incepted earlier than THOAX: CWIEX (24 years) vs THOAX (20 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 : 36.77 vs. CWIEX (15.93). THOAX return over 5 years is better than : 51.28 vs. CWIEX (31.71).
| 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 | 20 years | - |
| Gain YTD | 4.913 | 7.932 | 62% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.75B | 8,128% |
| Annual Yield % from dividends | 1.24 | 0.91 | 137% |
| Returns for 1 year | 15.93 | 36.77 | 43% |
| Returns for 3 years | 42.06 | 62.27 | 68% |
| Returns for 5 years | 31.71 | 51.28 | 62% |
| Returns for 10 years | 119.07 | 148.68 | 80% |
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