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CWIAX vs THOCX
CWIAX vs THOCX Comparison
Open Charts CWIAX vs THOCX
American Funds Capital World Gr&Inc 529A
Price$57.70
Change-$3.70 (-6.03%)
VolumeN/A
Net Assets111.7B
Thornburg Global Opportunities C
Price$33.70
Change-$2.00 (-5.60%)
VolumeN/A
Net Assets1.17B
CWIAX vs THOCX Comparison Chart
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CWIAX vs. THOCX commentary
Apr 08, 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: 112B vs. THOCX (1.17B). CWIAX pays higher dividends than THOCX: CWIAX (1.63) vs THOCX (1.54). 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 (17.07). 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 : -1.54 vs. CWIAX (-8.07). THOCX return over 5 years is better than : 60.55 vs. CWIAX (57.23).
| 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 | -8.513 | -1.721 | 495% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 1.17B | 9,548% |
| Annual Yield % from dividends | 1.63 | 1.54 | 106% |
| Returns for 1 year | -8.07 | -1.54 | 525% |
| Returns for 3 years | 4.27 | 4.14 | 103% |
| Returns for 5 years | 57.23 | 60.55 | 95% |
| Returns for 10 years | 45.84 | 33.31 | 138% |