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CWIEX vs THOIX
CWIEX vs THOIX Comparison
Open Charts CWIEX vs THOIX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Thornburg Global Opportunities I
Price$47.53
Change-$0.32 (-0.67%)
VolumeN/A
Net Assets1.5B
CWIEX vs THOIX Comparison Chart in %
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CWIEX vs. THOIX commentary
Oct 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. THOIX (1.5B). THOIX pays higher dividends than CWIEX: THOIX (2.23) vs CWIEX (1.17). 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 : 23.96 vs. CWIEX (10.48). THOIX return over 5 years is better than : 58.13 vs. CWIEX (52.18).
| 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 | 19.725 | 31.407 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.5B | 9,375% |
| Annual Yield % from dividends | 1.17 | 2.23 | 53% |
| Returns for 1 year | 10.48 | 23.96 | 44% |
| Returns for 3 years | 66.72 | 75.06 | 89% |
| Returns for 5 years | 52.18 | 58.13 | 90% |
| Returns for 10 years | 95.26 | 110.00 | 87% |
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