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CWIAX vs THORX
CWIAX vs THORX Comparison
Open Charts CWIAX vs THORX
American Funds Capital World Gr&Inc 529A
Price$63.36
Change-$1.80 (-2.76%)
VolumeN/A
CapitalizationN/A
Thornburg Global Opportunities R3
Price$36.14
Change-$0.83 (-2.25%)
VolumeN/A
CapitalizationN/A
CWIAX vs THORX Comparison Chart
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CWIAX vs. THORX commentary
Dec 19, 2024
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: 121B vs. THORX (1.23B). 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 : 13.86 vs. CWIAX (12.04). CWIAX return over 5 years is better than : 37.08 vs. THORX (24.12).
| 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 | 10.448 | 11.054 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 1.23B | 9,869% |
| Annual Yield % from dividends | 1.67 | 1.49 | 112% |
| Returns for 1 year | 12.04 | 13.86 | 87% |
| Returns for 3 years | 12.14 | 10.97 | 111% |
| Returns for 5 years | 37.08 | 24.12 | 154% |
| Returns for 10 years | 69.21 | 59.01 | 117% |
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