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CWIEX vs THOIX
CWIEX vs THOIX Comparison
Open Charts CWIEX vs THOIX
American Funds Capital World Gr&Inc 529E
Price$71.43
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Thornburg Global Opportunities I
Price$47.66
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets1.58B
CWIEX vs THOIX Comparison Chart in %
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CWIEX vs. THOIX 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 THOIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. THOIX (1.58B). THOIX pays higher dividends than CWIEX: THOIX (2.21) vs CWIEX (1.14). CWIEX was incepted earlier than THOIX: CWIEX (24 years) vs THOIX (19 years). THOIX (1.08) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. THOIX (14.91). CWIEX has a lower initial minimum investment than THOIX: CWIEX (250) vs THOIX (2500000). THOIX annual gain was more profitable for investors over the last year : 30.58 vs. CWIEX (12.05). THOIX return over 5 years is better than : 48.05 vs. CWIEX (32.09).
| CWIEX | THOIX | CWIEX / THOIX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.00 | 1.08 | 93% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 14.072 | 31.767 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.58B | 8,993% |
| Annual Yield % from dividends | 1.14 | 2.21 | 52% |
| Returns for 1 year | 12.05 | 30.58 | 39% |
| Returns for 3 years | 44.98 | 62.80 | 72% |
| Returns for 5 years | 32.09 | 48.05 | 67% |
| Returns for 10 years | 91.14 | 107.22 | 85% |
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