Interact to see
Advertisement
Advertisement
CWIAX vs THOCX
CWIAX vs THOCX Comparison
Open Charts CWIAX vs THOCX
American Funds Capital World Gr&Inc 529A
Price$72.45
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets136.73B
Thornburg Global Opportunities C
Price$43.24
Change+$0.10 (+0.23%)
VolumeN/A
Net Assets1.45B
CWIAX vs THOCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. THOCX commentary
Sep 01, 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: 137B vs. THOCX (1.45B). 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 : 20.82 vs. CWIAX (9.74). CWIAX return over 5 years is better than : 47.11 vs. THOCX (41.11).
| 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 | 15.453 | 26.101 | 59% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.45B | 9,435% |
| Annual Yield % from dividends | 1.43 | 1.31 | 109% |
| Returns for 1 year | 9.74 | 20.82 | 47% |
| Returns for 3 years | 51.58 | 54.09 | 95% |
| Returns for 5 years | 47.11 | 41.11 | 115% |
| Returns for 10 years | 101.78 | 79.85 | 127% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement