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CWIEX vs THOVX
CWIEX vs THOVX Comparison
Open Charts CWIEX vs THOVX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Thornburg Global Opportunities R4
Price$46.80
Change-$0.31 (-0.66%)
VolumeN/A
Net Assets1.5B
CWIEX vs THOVX Comparison Chart in %
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CWIEX vs. THOVX 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 THOVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. THOVX (1.5B). THOVX pays higher dividends than CWIEX: THOVX (1.96) vs CWIEX (1.17). CWIEX was incepted earlier than THOVX: CWIEX (24 years) vs THOVX (18 years). THOVX (2.15) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. THOVX (14.91). THOVX has a lower initial minimum investment than CWIEX: THOVX (0) vs CWIEX (250). THOVX annual gain was more profitable for investors over the last year : 23.41 vs. CWIEX (10.48). THOVX (54.38) and CWIEX (52.18) have equivalent 5 years return.
| CWIEX | THOVX | CWIEX / THOVX | |
| Total Expense Ratio | 1.00 | 1.40 | 71% |
| Annual Report Gross Expense Ratio | 1.00 | 2.15 | 47% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 19.725 | 31.019 | 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 | 1.96 | 60% |
| Returns for 1 year | 10.48 | 23.41 | 45% |
| Returns for 3 years | 66.72 | 72.72 | 92% |
| Returns for 5 years | 52.18 | 54.38 | 96% |
| Returns for 10 years | 95.26 | 105.67 | 90% |
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