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CWIAX vs THOAX
CWIAX vs THOAX Comparison
Open Charts CWIAX vs THOAX
American Funds Capital World Gr&Inc 529A
Price$64.56
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
Thornburg Global Opportunities A
Price$37.18
Change+$0.24 (+0.65%)
VolumeN/A
Net Assets1.23B
CWIAX vs THOAX Comparison Chart
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CWIAX vs. THOAX commentary
Jan 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 CWIAX is a StrongBuy and THOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 127B vs. THOAX (1.23B). 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 : 17.01 vs. CWIAX (10.91). CWIAX return over 5 years is better than : 32.16 vs. THOAX (24.28).
| 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 | 2.055 | 3.220 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 1.23B | 10,342% |
| Annual Yield % from dividends | 1.67 | 1.68 | 99% |
| Returns for 1 year | 10.91 | 17.01 | 64% |
| Returns for 3 years | 10.75 | 7.97 | 135% |
| Returns for 5 years | 32.16 | 24.28 | 132% |
| Returns for 10 years | 69.38 | 64.57 | 107% |