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CWIEX vs THOGX
CWIEX vs THOGX Comparison
Open Charts CWIEX vs THOGX
American Funds Capital World Gr&Inc 529E
Price$71.17
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Thornburg Global Opportunities R6
Price$43.78
Change+$0.31 (+0.71%)
VolumeN/A
Net Assets1.36B
CWIEX vs THOGX Comparison Chart in %
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CWIEX vs. THOGX commentary
Jul 06, 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 THOGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 136B vs. THOGX (1.36B). THOGX pays higher dividends than CWIEX: THOGX (2.58) vs CWIEX (1.25). CWIEX was incepted earlier than THOGX: CWIEX (23 years) vs THOGX (8 years). THOGX (1.01) and CWIEX (1.00) have similar cost to investors . CWIEX is a more actively managed with annual turnover of: 27.00 vs. THOGX (14.91). THOGX has a lower initial minimum investment than CWIEX: THOGX (0) vs CWIEX (250). THOGX annual gain was more profitable for investors over the last year : 17.11 vs. CWIEX (9.06). THOGX return over 5 years is better than : 64.27 vs. CWIEX (55.06).
| CWIEX | THOGX | CWIEX / THOGX | |
| Total Expense Ratio | 1.00 | 0.85 | 118% |
| Annual Report Gross Expense Ratio | 1.00 | 1.01 | 99% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 13.431 | 20.573 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.36B | 9,971% |
| Annual Yield % from dividends | 1.25 | 2.58 | 48% |
| Returns for 1 year | 9.06 | 17.11 | 53% |
| Returns for 3 years | 50.57 | 54.82 | 92% |
| Returns for 5 years | 55.06 | 64.27 | 86% |
| Returns for 10 years | 80.16 | N/A | - |