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CWIEX vs THOVX
CWIEX vs THOVX Comparison
Open Charts CWIEX vs THOVX
American Funds Capital World Gr&Inc 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Thornburg Global Opportunities R4
Price$41.41
Change-$0.46 (-1.10%)
VolumeN/A
Net Assets1.32B
CWIEX vs THOVX Comparison Chart
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CWIEX vs. THOVX commentary
Jun 16, 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 THOVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 131B vs. THOVX (1.32B). THOVX pays higher dividends than CWIEX: THOVX (2.27) vs CWIEX (1.31). CWIEX was incepted earlier than THOVX: CWIEX (23 years) vs THOVX (17 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 : 14.37 vs. CWIEX (6.05). THOVX (56.20) and CWIEX (54.48) 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 | 23 years | 17 years | - |
| Gain YTD | 8.904 | 15.929 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 1.31 | 2.27 | 58% |
| Returns for 1 year | 6.05 | 14.37 | 42% |
| Returns for 3 years | 44.36 | 43.41 | 102% |
| Returns for 5 years | 54.48 | 56.20 | 97% |
| Returns for 10 years | 69.54 | 66.40 | 105% |
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