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CWIEX vs THOCX
CWIEX vs THOCX Comparison
Open Charts CWIEX vs THOCX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
Thornburg Global Opportunities C
Price$48.68
Change+$3.29 (+7.25%)
VolumeN/A
Net Assets1.73B
CWIEX vs THOCX Comparison Chart in %
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CWIEX vs. THOCX commentary
Feb 04, 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 THOCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. THOCX (1.73B). CWIEX pays higher dividends than THOCX: CWIEX (1.24) vs THOCX (0.12). CWIEX was incepted earlier than THOCX: CWIEX (24 years) vs THOCX (20 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 : 35.23 vs. CWIEX (15.93). THOCX return over 5 years is better than : 43.07 vs. CWIEX (31.71).
| 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 | 20 years | - |
| Gain YTD | 4.913 | 7.866 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.73B | 8,213% |
| Annual Yield % from dividends | 1.24 | 0.12 | 1,016% |
| Returns for 1 year | 15.93 | 35.23 | 45% |
| Returns for 3 years | 42.06 | 57.13 | 74% |
| Returns for 5 years | 31.71 | 43.07 | 74% |
| Returns for 10 years | 119.07 | 128.46 | 93% |
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