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CWIEX vs THOCX
CWIEX vs THOCX Comparison
Open Charts CWIEX vs THOCX
American Funds Capital World Gr&Inc 529E
Price$73.11
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Thornburg Global Opportunities C
Price$43.61
Change+$0.19 (+0.44%)
VolumeN/A
Net Assets1.46B
CWIEX vs THOCX Comparison Chart in %
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CWIEX vs. THOCX commentary
Sep 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. THOCX (1.46B). THOCX pays higher dividends than CWIEX: THOCX (1.31) vs CWIEX (1.22). 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 : 23.15 vs. CWIEX (12.87). CWIEX return over 5 years is better than : 49.15 vs. THOCX (44.53).
| 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 | 15.997 | 26.626 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.46B | 9,465% |
| Annual Yield % from dividends | 1.22 | 1.31 | 93% |
| Returns for 1 year | 12.87 | 23.15 | 56% |
| Returns for 3 years | 54.44 | 57.97 | 94% |
| Returns for 5 years | 49.15 | 44.53 | 110% |
| Returns for 10 years | 94.28 | 78.25 | 120% |
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