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CWIEX vs THOAX
CWIEX vs THOAX Comparison
Open Charts CWIEX vs THOAX
American Funds Capital World Gr&Inc 529E
Price$76.86
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Thornburg Global Opportunities A
Price$46.79
Change+$0.11 (+0.24%)
VolumeN/A
Net Assets1.54B
CWIEX vs THOAX Comparison Chart in %
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CWIEX vs. THOAX commentary
Dec 05, 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: 142B vs. THOAX (1.55B). 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 : 27.18 vs. CWIEX (12.74). THOAX return over 5 years is better than : 45.24 vs. CWIEX (42.81).
| 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 | 22.743 | 29.900 | 76% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.55B | 9,191% |
| Annual Yield % from dividends | 1.14 | 1.98 | 58% |
| Returns for 1 year | 12.74 | 27.18 | 47% |
| Returns for 3 years | 50.49 | 54.70 | 92% |
| Returns for 5 years | 42.81 | 45.24 | 95% |
| Returns for 10 years | 99.74 | 101.51 | 98% |
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