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CWIEX vs THOFX
CWIEX vs THOFX Comparison
Open Charts CWIEX vs THOFX
American Funds Capital World Gr&Inc 529E
Price$71.43
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Thornburg Global Opportunities R5
Price$47.76
Change+$0.13 (+0.27%)
VolumeN/A
Net Assets1.58B
CWIEX vs THOFX Comparison Chart in %
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CWIEX vs. THOFX commentary
Dec 27, 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 THOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. THOFX (1.58B). THOFX pays higher dividends than CWIEX: THOFX (2.19) vs CWIEX (1.14). CWIEX was incepted earlier than THOFX: CWIEX (24 years) vs THOFX (18 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 : 30.60 vs. CWIEX (12.05). THOFX return over 5 years is better than : 48.13 vs. CWIEX (32.09).
| CWIEX | THOFX | CWIEX / THOFX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.00 | 1.35 | 74% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 14.072 | 31.824 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.58B | 8,993% |
| Annual Yield % from dividends | 1.14 | 2.19 | 52% |
| Returns for 1 year | 12.05 | 30.60 | 39% |
| Returns for 3 years | 44.98 | 62.83 | 72% |
| Returns for 5 years | 32.09 | 48.13 | 67% |
| Returns for 10 years | 91.14 | 108.58 | 84% |
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