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CWIAX vs THOCX
CWIAX vs THOCX Comparison
Open Charts CWIAX vs THOCX
American Funds Capital World Gr&Inc 529A
Price$71.58
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets136.03B
Thornburg Global Opportunities C
Price$42.46
Change+$0.16 (+0.38%)
VolumeN/A
Net Assets1.41B
CWIAX vs THOCX Comparison Chart in %
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CWIAX vs. THOCX commentary
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. THOCX (1.41B). CWIAX pays higher dividends than THOCX: CWIAX (1.46) vs THOCX (1.37). CWIAX was incepted earlier than THOCX: CWIAX (23 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 : 23.42 vs. CWIAX (14.33). CWIAX return over 5 years is better than : 50.79 vs. THOCX (44.32).
| CWIAX | THOCX | CWIAX / THOCX | |
| Total Expense Ratio | 0.78 | 2.17 | 36% |
| Annual Report Gross Expense Ratio | 0.78 | 2.17 | 36% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 14.067 | 23.826 | 59% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.41B | 9,645% |
| Annual Yield % from dividends | 1.46 | 1.37 | 107% |
| Returns for 1 year | 14.33 | 23.42 | 61% |
| Returns for 3 years | 45.60 | 48.27 | 94% |
| Returns for 5 years | 50.79 | 44.32 | 115% |
| Returns for 10 years | 82.41 | 63.08 | 131% |