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CWIAX vs THOAX
CWIAX vs THOAX Comparison
Open Charts CWIAX vs THOAX
American Funds Capital World Gr&Inc 529A
Price$65.99
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
Thornburg Global Opportunities A
Price$39.10
Change-$0.26 (-0.66%)
VolumeN/A
Net Assets1.28B
CWIAX vs THOAX Comparison Chart
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CWIAX vs. THOAX commentary
Feb 23, 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 CWIAX is a StrongBuy and THOAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 128B vs. THOAX (1.28B). THOAX (1.68) and CWIAX (1.67) have matching dividends . CWIAX was incepted earlier than THOAX: CWIAX (23 years) vs THOAX (19 years). THOAX is a more actively managed with annual turnover of: 128.69 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than THOAX: CWIAX (250) vs THOAX (5000). THOAX annual gain was more profitable for investors over the last year : 15.85 vs. CWIAX (7.05). CWIAX return over 5 years is better than : 37.25 vs. THOAX (33.26).
| CWIAX | THOAX | CWIAX / THOAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 4.316 | 8.551 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.28B | 9,977% |
| Annual Yield % from dividends | 1.67 | 1.68 | 99% |
| Returns for 1 year | 7.05 | 15.85 | 44% |
| Returns for 3 years | 18.85 | 20.37 | 93% |
| Returns for 5 years | 37.25 | 33.26 | 112% |
| Returns for 10 years | 65.61 | 59.33 | 111% |