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CWIAX vs THORX
CWIAX vs THORX Comparison
Open Charts CWIAX vs THORX
American Funds Capital World Gr&Inc 529A
Price$63.62
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
Thornburg Global Opportunities R3
Price$38.29
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.28B
CWIAX vs THORX Comparison Chart
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CWIAX vs. THORX commentary
Apr 04, 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 THORX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 123B vs. THORX (1.28B). THORX pays higher dividends than CWIAX: THORX (2.29) vs CWIAX (1.63). CWIAX was incepted earlier than THORX: CWIAX (23 years) vs THORX (17 years). THORX (2.49) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. THORX (17.07). THORX has a lower initial minimum investment than CWIAX: THORX (0) vs CWIAX (250). THORX annual gain was more profitable for investors over the last year : 8.43 vs. CWIAX (0.84). THORX return over 5 years is better than : 83.00 vs. CWIAX (73.36).
| CWIAX | THORX | CWIAX / THORX | |
| Total Expense Ratio | 0.78 | 1.50 | 52% |
| Annual Report Gross Expense Ratio | 0.78 | 2.49 | 31% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 0.873 | 7.614 | 11% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 1.28B | 9,624% |
| Annual Yield % from dividends | 1.63 | 2.29 | 71% |
| Returns for 1 year | 0.84 | 8.43 | 10% |
| Returns for 3 years | 14.32 | 16.73 | 86% |
| Returns for 5 years | 73.36 | 83.00 | 88% |
| Returns for 10 years | 62.19 | 56.15 | 111% |