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CWIAX vs THOAX
CWIAX vs THOAX Comparison
Open Charts CWIAX vs THOAX
American Funds Capital World Gr&Inc 529A
Price$65.16
Change-$4.68 (-6.70%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities A
Price$37.50
Change-$0.28 (-0.74%)
VolumeN/A
CapitalizationN/A
CWIAX vs THOAX Comparison Chart
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CWIAX vs. THOAX commentary
Dec 19, 2024
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 Buy and THOAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 130B vs. THOAX (1.24B). THOAX (1.68) and CWIAX (1.67) have matching dividends . CWIAX was incepted earlier than THOAX: CWIAX (23 years) vs THOAX (18 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 : 14.09 vs. CWIAX (12.04). CWIAX return over 5 years is better than : 37.08 vs. THOAX (25.42).
| CWIAX | THOAX | CWIAX / THOAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 10.448 | 11.276 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 1.24B | 10,518% |
| Annual Yield % from dividends | 1.67 | 1.68 | 99% |
| Returns for 1 year | 12.04 | 14.09 | 85% |
| Returns for 3 years | 12.14 | 11.71 | 104% |
| Returns for 5 years | 37.08 | 25.42 | 146% |
| Returns for 10 years | 69.21 | 61.07 | 113% |
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