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CWIEX vs THOFX
CWIEX vs THOFX Comparison
Open Charts CWIEX vs THOFX
American Funds Capital World Gr&Inc 529E
Price$74.11
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
Thornburg Global Opportunities R5
Price$51.65
Change+$3.28 (+6.78%)
VolumeN/A
Net Assets1.74B
CWIEX vs THOFX Comparison Chart in %
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CWIEX vs. THOFX commentary
Feb 05, 2026
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: 142B vs. THOFX (1.75B). CWIEX pays higher dividends than THOFX: CWIEX (1.24) vs THOFX (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 : 37.24 vs. CWIEX (15.93). THOFX return over 5 years is better than : 53.83 vs. CWIEX (31.71).
| 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 | 4.913 | 7.964 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.75B | 8,138% |
| Annual Yield % from dividends | 1.24 | 1.15 | 108% |
| Returns for 1 year | 15.93 | 37.24 | 43% |
| Returns for 3 years | 42.06 | 63.94 | 66% |
| Returns for 5 years | 31.71 | 53.83 | 59% |
| Returns for 10 years | 119.07 | 155.86 | 76% |
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