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CWIEX vs THOFX
CWIEX vs THOFX Comparison
Open Charts CWIEX vs THOFX
American Funds Capital World Gr&Inc 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Thornburg Global Opportunities R5
Price$42.08
Change-$0.47 (-1.10%)
VolumeN/A
Net Assets1.32B
CWIEX vs THOFX Comparison Chart
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CWIEX vs. THOFX 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 THOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 131B vs. THOFX (1.32B). THOFX pays higher dividends than CWIEX: THOFX (2.57) vs CWIEX (1.31). CWIEX was incepted earlier than THOFX: CWIEX (23 years) vs THOFX (17 years). THOFX (1.35) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. THOFX (14.91). THOFX has a lower initial minimum investment than CWIEX: THOFX (0) vs CWIEX (250). THOFX annual gain was more profitable for investors over the last year : 14.87 vs. CWIEX (6.05). THOFX return over 5 years is better than : 60.04 vs. CWIEX (54.48).
| CWIEX | THOFX | CWIEX / THOFX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.00 | 1.35 | 74% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 8.904 | 16.147 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 1.31 | 2.57 | 51% |
| Returns for 1 year | 6.05 | 14.87 | 41% |
| Returns for 3 years | 44.36 | 45.36 | 98% |
| Returns for 5 years | 54.48 | 60.04 | 91% |
| Returns for 10 years | 69.54 | 71.98 | 97% |
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