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$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Thornburg Global Opportunities C
Price$45.69
Change-$0.10 (-0.22%)
VolumeN/A
Net Assets1.53B
CWIEX vs THOCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. THOCX commentary
Nov 14, 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 THOCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. THOCX (1.53B). THOCX pays higher dividends than CWIEX: THOCX (1.25) vs CWIEX (1.15). 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 : 27.87 vs. CWIEX (13.18). CWIEX return over 5 years is better than : 46.58 vs. THOCX (41.89).
| 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 | 20.939 | 33.537 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.53B | 9,436% |
| Annual Yield % from dividends | 1.15 | 1.25 | 92% |
| Returns for 1 year | 13.18 | 27.87 | 47% |
| Returns for 3 years | 53.98 | 56.07 | 96% |
| Returns for 5 years | 46.58 | 41.89 | 111% |
| Returns for 10 years | 99.00 | 96.90 | 102% |