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CWIAX vs THOCX
CWIAX vs THOCX Comparison
Open Charts CWIAX vs THOCX
American Funds Capital World Gr&Inc 529A
Price$65.99
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
Thornburg Global Opportunities C
Price$37.17
Change-$0.26 (-0.69%)
VolumeN/A
Net Assets1.28B
CWIAX vs THOCX Comparison Chart
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CWIAX vs. THOCX 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 THOCX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 128B vs. THOCX (1.28B). CWIAX pays higher dividends than THOCX: CWIAX (1.67) vs THOCX (0.59). CWIAX was incepted earlier than THOCX: CWIAX (23 years) vs THOCX (19 years). THOCX is a more actively managed with annual turnover of: 128.69 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than THOCX: CWIAX (250) vs THOCX (5000). THOCX annual gain was more profitable for investors over the last year : 14.66 vs. CWIAX (7.05). CWIAX return over 5 years is better than : 37.25 vs. THOCX (26.17).
| CWIAX | THOCX | CWIAX / THOCX | |
| 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 | 8.399 | 51% |
| 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 | 0.59 | 283% |
| Returns for 1 year | 7.05 | 14.66 | 48% |
| Returns for 3 years | 18.85 | 16.80 | 112% |
| Returns for 5 years | 37.25 | 26.17 | 142% |
| Returns for 10 years | 65.61 | 47.43 | 138% |
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