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CWIEX vs THOGX
CWIEX vs THOGX Comparison
Open Charts CWIEX vs THOGX
American Funds Capital World Gr&Inc 529E
Price$72.06
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Thornburg Global Opportunities R6
Price$44.85
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets1.4B
CWIEX vs THOGX Comparison Chart in %
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CWIEX vs. THOGX commentary
Jul 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 Buy and THOGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. THOGX (1.4B). 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 : 21.42 vs. CWIEX (13.48). THOGX return over 5 years is better than : 60.91 vs. CWIEX (53.28).
| 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 | 14.849 | 23.520 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.4B | 9,800% |
| Annual Yield % from dividends | 1.25 | 2.58 | 48% |
| Returns for 1 year | 13.48 | 21.42 | 63% |
| Returns for 3 years | 51.35 | 58.71 | 87% |
| Returns for 5 years | 53.28 | 60.91 | 87% |
| Returns for 10 years | 80.39 | N/A | - |
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