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CWIEX vs THORX
CWIEX vs THORX Comparison
Open Charts CWIEX vs THORX
American Funds Capital World Gr&Inc 529E
Price$74.29
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Thornburg Global Opportunities R3
Price$46.69
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets1.51B
CWIEX vs THORX Comparison Chart in %
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CWIEX vs. THORX commentary
Sep 28, 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 Buy and THORX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. THORX (1.52B). THORX pays higher dividends than CWIEX: THORX (1.95) vs CWIEX (1.22). 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 : 22.20 vs. CWIEX (9.15). THORX return over 5 years is better than : 62.11 vs. CWIEX (56.65).
| 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 | 18.639 | 31.189 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.52B | 9,241% |
| Annual Yield % from dividends | 1.22 | 1.95 | 63% |
| Returns for 1 year | 9.15 | 22.20 | 41% |
| Returns for 3 years | 69.61 | 78.16 | 89% |
| Returns for 5 years | 56.65 | 62.11 | 91% |
| Returns for 10 years | 109.57 | 115.70 | 95% |
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