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CWIEX vs THOCX
CWIEX vs THOCX Comparison
Open Charts CWIEX vs THOCX
American Funds Capital World Gr&Inc 529E
Price$71.51
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Thornburg Global Opportunities C
Price$45.30
Change+$0.24 (+0.53%)
VolumeN/A
Net Assets1.59B
CWIEX vs THOCX Comparison Chart in %
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CWIEX vs. THOCX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. THOCX (1.59B). THOCX pays higher dividends than CWIEX: THOCX (1.25) vs CWIEX (1.14). 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 : 30.70 vs. CWIEX (12.16). THOCX return over 5 years is better than : 40.12 vs. CWIEX (32.24).
| 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 | 14.199 | 32.108 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.59B | 8,948% |
| Annual Yield % from dividends | 1.14 | 1.25 | 92% |
| Returns for 1 year | 12.16 | 30.70 | 40% |
| Returns for 3 years | 45.09 | 58.22 | 77% |
| Returns for 5 years | 32.24 | 40.12 | 80% |
| Returns for 10 years | 90.09 | 89.02 | 101% |
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