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CWIEX vs THORX
CWIEX vs THORX Comparison
Open Charts CWIEX vs THORX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Thornburg Global Opportunities R3
Price$46.59
Change-$0.32 (-0.68%)
VolumeN/A
Net Assets1.5B
CWIEX vs THORX Comparison Chart in %
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CWIEX vs. THORX 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 THORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. THORX (1.5B). THORX pays higher dividends than CWIEX: THORX (1.87) vs CWIEX (1.17). 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 : 23.32 vs. CWIEX (10.48). THORX (53.55) and CWIEX (52.18) 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 | 19.725 | 30.908 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.5B | 9,375% |
| Annual Yield % from dividends | 1.17 | 1.87 | 63% |
| Returns for 1 year | 10.48 | 23.32 | 45% |
| Returns for 3 years | 66.72 | 72.28 | 92% |
| Returns for 5 years | 52.18 | 53.55 | 97% |
| Returns for 10 years | 95.26 | 103.50 | 92% |
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