Interact to see
Advertisement
Advertisement
CWIEX vs THOCX
CWIEX vs THOCX Comparison
Open Charts CWIEX vs THOCX
American Funds Capital World Gr&Inc 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Thornburg Global Opportunities C
Price$39.63
Change-$0.44 (-1.10%)
VolumeN/A
Net Assets1.32B
CWIEX vs THOCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. THOCX commentary
Jun 16, 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 THOCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 131B vs. THOCX (1.32B). THOCX pays higher dividends than CWIEX: THOCX (1.45) vs CWIEX (1.31). CWIEX was incepted earlier than THOCX: CWIEX (23 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 : 13.38 vs. CWIEX (6.05). CWIEX return over 5 years is better than : 54.48 vs. THOCX (48.98).
| CWIEX | THOCX | CWIEX / THOCX | |
| Total Expense Ratio | 1.00 | 2.17 | 46% |
| Annual Report Gross Expense Ratio | 1.00 | 2.17 | 46% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 8.904 | 15.573 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 1.31 | 1.45 | 90% |
| Returns for 1 year | 6.05 | 13.38 | 45% |
| Returns for 3 years | 44.36 | 39.72 | 112% |
| Returns for 5 years | 54.48 | 48.98 | 111% |
| Returns for 10 years | 69.54 | 54.20 | 128% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement