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CWIEX vs THORX
CWIEX vs THORX Comparison
Open Charts CWIEX vs THORX
American Funds Capital World Gr&Inc 529E
Price$77.90
Change+$0.21 (+0.27%)
VolumeN/A
Net Assets142.32B
Thornburg Global Opportunities R3
Price$46.49
Change+$0.14 (+0.30%)
VolumeN/A
Net Assets1.56B
CWIEX vs THORX Comparison Chart in %
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CWIEX vs. THORX commentary
Dec 13, 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 StrongBuy and THORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. THORX (1.56B). THORX pays higher dividends than CWIEX: THORX (1.85) vs CWIEX (1.14). 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 : 26.22 vs. CWIEX (13.86). THORX (46.81) and CWIEX (45.37) have equivalent 5 years return.
| 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 | 24.404 | 30.627 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.56B | 9,108% |
| Annual Yield % from dividends | 1.14 | 1.85 | 62% |
| Returns for 1 year | 13.86 | 26.22 | 53% |
| Returns for 3 years | 54.55 | 57.67 | 95% |
| Returns for 5 years | 45.37 | 46.81 | 97% |
| Returns for 10 years | 111.03 | 108.33 | 102% |
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