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CWIEX vs THOCX
CWIEX vs THOCX Comparison
Open Charts CWIEX vs THOCX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Thornburg Global Opportunities C
Price$44.67
Change-$0.31 (-0.69%)
VolumeN/A
Net Assets1.5B
CWIEX vs THOCX Comparison Chart in %
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CWIEX vs. THOCX commentary
Oct 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 Hold and THOCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. THOCX (1.5B). THOCX pays higher dividends than CWIEX: THOCX (1.26) vs CWIEX (1.17). CWIEX was incepted earlier than THOCX: CWIEX (24 years) vs THOCX (19 years). THOCX (2.17) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. THOCX (14.91). CWIEX has a lower initial minimum investment than THOCX: CWIEX (250) vs THOCX (5000). THOCX annual gain was more profitable for investors over the last year : 22.32 vs. CWIEX (10.48). CWIEX return over 5 years is better than : 52.18 vs. THOCX (47.17).
| CWIEX | THOCX | CWIEX / THOCX | |
| Total Expense Ratio | 1.00 | 2.17 | 46% |
| Annual Report Gross Expense Ratio | 1.00 | 2.17 | 46% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 19.725 | 30.271 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.5B | 9,375% |
| Annual Yield % from dividends | 1.17 | 1.26 | 93% |
| Returns for 1 year | 10.48 | 22.32 | 47% |
| Returns for 3 years | 66.72 | 68.24 | 98% |
| Returns for 5 years | 52.18 | 47.17 | 111% |
| Returns for 10 years | 95.26 | 90.59 | 105% |
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