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CWIEX vs THORX
CWIEX vs THORX Comparison
Open Charts CWIEX vs THORX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
Thornburg Global Opportunities R3
Price$50.67
Change+$3.34 (+7.06%)
VolumeN/A
Net Assets1.74B
CWIEX vs THORX Comparison Chart in %
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CWIEX vs. THORX commentary
Feb 05, 2026
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 THORX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. THORX (1.75B). CWIEX pays higher dividends than THORX: CWIEX (1.24) vs THORX (0.70). CWIEX was incepted earlier than THORX: CWIEX (24 years) vs THORX (18 years). THORX (2.49) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. THORX (14.91). THORX has a lower initial minimum investment than CWIEX: THORX (0) vs CWIEX (250). THORX annual gain was more profitable for investors over the last year : 36.46 vs. CWIEX (15.93). THORX return over 5 years is better than : 49.38 vs. CWIEX (31.71).
| CWIEX | THORX | CWIEX / THORX | |
| Total Expense Ratio | 1.00 | 1.50 | 67% |
| Annual Report Gross Expense Ratio | 1.00 | 2.49 | 40% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 4.913 | 7.923 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.75B | 8,138% |
| Annual Yield % from dividends | 1.24 | 0.70 | 178% |
| Returns for 1 year | 15.93 | 36.46 | 44% |
| Returns for 3 years | 42.06 | 61.24 | 69% |
| Returns for 5 years | 31.71 | 49.38 | 64% |
| Returns for 10 years | 119.07 | 144.65 | 82% |
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