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CWIEX vs THOFX
CWIEX vs THOFX Comparison
Open Charts CWIEX vs THOFX
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Thornburg Global Opportunities R5
Price$48.74
Change-$0.10 (-0.20%)
VolumeN/A
Net Assets1.53B
CWIEX vs THOFX Comparison Chart in %
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CWIEX vs. THOFX commentary
Nov 14, 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 StrongBuy and THOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. THOFX (1.53B). THOFX pays higher dividends than CWIEX: THOFX (2.20) vs CWIEX (1.15). 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 : 29.52 vs. CWIEX (13.18). THOFX return over 5 years is better than : 52.46 vs. CWIEX (46.58).
| 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 | 20.939 | 34.805 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.53B | 9,436% |
| Annual Yield % from dividends | 1.15 | 2.20 | 52% |
| Returns for 1 year | 13.18 | 29.52 | 45% |
| Returns for 3 years | 53.98 | 62.41 | 86% |
| Returns for 5 years | 46.58 | 52.46 | 89% |
| Returns for 10 years | 99.00 | 119.61 | 83% |
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