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CWIEX vs THOGX
CWIEX vs THOGX Comparison
Open Charts CWIEX vs THOGX
American Funds Capital World Gr&Inc 529E
Price$71.43
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Thornburg Global Opportunities R6
Price$47.88
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets1.58B
CWIEX vs THOGX Comparison Chart in %
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CWIEX vs. THOGX commentary
Dec 26, 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 THOGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. THOGX (1.58B). THOGX pays higher dividends than CWIEX: THOGX (2.30) vs CWIEX (1.14). CWIEX was incepted earlier than THOGX: CWIEX (24 years) vs THOGX (9 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 : 30.64 vs. CWIEX (12.05). THOGX return over 5 years is better than : 49.08 vs. CWIEX (32.09).
| CWIEX | THOGX | CWIEX / THOGX | |
| Total Expense Ratio | 1.00 | 0.85 | 118% |
| Annual Report Gross Expense Ratio | 1.00 | 1.01 | 99% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 14.072 | 31.864 | 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 | 2.30 | 50% |
| Returns for 1 year | 12.05 | 30.64 | 39% |
| Returns for 3 years | 44.98 | 63.39 | 71% |
| Returns for 5 years | 32.09 | 49.08 | 65% |
| Returns for 10 years | 91.14 | N/A | - |
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