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CWIEX vs THORX
CWIEX vs THORX Comparison
Open Charts CWIEX vs THORX
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Thornburg Global Opportunities R3
Price$47.68
Change-$0.10 (-0.21%)
VolumeN/A
Net Assets1.53B
CWIEX vs THORX Comparison Chart in %
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CWIEX vs. THORX commentary
Nov 14, 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: 144B vs. THORX (1.53B). THORX pays higher dividends than CWIEX: THORX (1.86) vs CWIEX (1.15). 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 : 28.87 vs. CWIEX (14.74). CWIEX (49.27) and THORX (48.08) 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 | 23.158 | 34.251 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.53B | 9,436% |
| Annual Yield % from dividends | 1.15 | 1.86 | 62% |
| Returns for 1 year | 14.74 | 28.87 | 51% |
| Returns for 3 years | 55.93 | 59.89 | 93% |
| Returns for 5 years | 49.27 | 48.08 | 102% |
| Returns for 10 years | 105.00 | 110.22 | 95% |
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