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CWIEX vs THOGX
CWIEX vs THOGX Comparison
Open Charts CWIEX vs THOGX
American Funds Capital World Gr&Inc 529E
Price$74.29
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Thornburg Global Opportunities R6
Price$47.86
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets1.51B
CWIEX vs THOGX Comparison Chart in %
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CWIEX vs. THOGX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. THOGX (1.52B). THOGX pays higher dividends than CWIEX: THOGX (2.42) vs CWIEX (1.22). CWIEX was incepted earlier than THOGX: CWIEX (24 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 : 23.02 vs. CWIEX (9.15). THOGX return over 5 years is better than : 68.29 vs. CWIEX (56.65).
| 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 | 8 years | - |
| Gain YTD | 18.639 | 31.809 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.52B | 9,241% |
| Annual Yield % from dividends | 1.22 | 2.42 | 50% |
| Returns for 1 year | 9.15 | 23.02 | 40% |
| Returns for 3 years | 69.61 | 81.84 | 85% |
| Returns for 5 years | 56.65 | 68.29 | 83% |
| Returns for 10 years | 109.57 | N/A | - |
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