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CWIAX vs THOCX
CWIAX vs THOCX Comparison
Open Charts CWIAX vs THOCX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
Thornburg Global Opportunities C
Price$44.51
Change-$0.43 (-0.96%)
VolumeN/A
Net Assets1.51B
CWIAX vs THOCX Comparison Chart in %
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CWIAX vs. THOCX commentary
Nov 20, 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 Hold and THOCX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 140B vs. THOCX (1.51B). CWIAX pays higher dividends than THOCX: CWIAX (1.36) vs THOCX (1.25). 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 : 25.15 vs. CWIAX (12.13). THOCX (46.83) and CWIAX (44.59) have equivalent 5 years return.
| 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 | 18.856 | 29.805 | 63% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.51B | 9,296% |
| Annual Yield % from dividends | 1.36 | 1.25 | 108% |
| Returns for 1 year | 12.13 | 25.15 | 48% |
| Returns for 3 years | 51.49 | 56.92 | 90% |
| Returns for 5 years | 44.59 | 46.83 | 95% |
| Returns for 10 years | 96.03 | 86.02 | 112% |
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