Ad is loading...
CWIAX vs THORX
CWIAX vs THORX Comparison
Open Charts CWIAX vs THORX
American Funds Capital World Gr&Inc 529A
Price$64.56
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
Thornburg Global Opportunities R3
Price$36.73
Change+$0.24 (+0.66%)
VolumeN/A
Net Assets1.22B
CWIAX vs THORX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. THORX commentary
Jan 19, 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 THORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 127B vs. THORX (1.22B). CWIAX pays higher dividends than THORX: CWIAX (1.67) vs THORX (1.49). CWIAX was incepted earlier than THORX: CWIAX (23 years) vs THORX (17 years). THORX is a more actively managed with annual turnover of: 128.69 vs. CWIAX (27.00). 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 : 16.83 vs. CWIAX (10.91). CWIAX return over 5 years is better than : 32.16 vs. THORX (22.73).
| CWIAX | THORX | CWIAX / THORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 2.055 | 3.203 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 1.22B | 10,410% |
| Annual Yield % from dividends | 1.67 | 1.49 | 112% |
| Returns for 1 year | 10.91 | 16.83 | 65% |
| Returns for 3 years | 10.75 | 7.32 | 147% |
| Returns for 5 years | 32.16 | 22.73 | 142% |
| Returns for 10 years | 69.38 | 62.59 | 111% |