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CWIAX vs THOCX
CWIAX vs THOCX Comparison
Open Charts CWIAX vs THOCX
American Funds Capital World Gr&Inc 529A
Price$74.85
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets141.16B
Thornburg Global Opportunities C
Price$45.09
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets1.51B
CWIAX vs THOCX Comparison Chart in %
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CWIAX vs. THOCX commentary
Sep 22, 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 Buy and THOCX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. THOCX (1.51B). CWIAX pays higher dividends than THOCX: CWIAX (1.43) vs THOCX (1.31). CWIAX was incepted earlier than THOCX: CWIAX (24 years) vs THOCX (19 years). THOCX (2.17) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. THOCX (14.91). 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 : 24.14 vs. CWIAX (12.27). CWIAX return over 5 years is better than : 56.80 vs. THOCX (50.72).
| CWIAX | THOCX | CWIAX / THOCX | |
| Total Expense Ratio | 0.78 | 2.17 | 36% |
| Annual Report Gross Expense Ratio | 0.78 | 2.17 | 36% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 19.591 | 31.496 | 62% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.51B | 9,344% |
| Annual Yield % from dividends | 1.43 | 1.31 | 109% |
| Returns for 1 year | 12.27 | 24.14 | 51% |
| Returns for 3 years | 61.54 | 65.10 | 95% |
| Returns for 5 years | 56.80 | 50.72 | 112% |
| Returns for 10 years | 109.32 | 88.45 | 124% |
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