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CWIAX vs THORX
CWIAX vs THORX Comparison
Open Charts CWIAX vs THORX
American Funds Capital World Gr&Inc 529A
Price$65.99
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets130.16B
Thornburg Global Opportunities R3
Price$38.61
Change-$0.26 (-0.67%)
VolumeN/A
Net Assets1.29B
CWIAX vs THORX Comparison Chart
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CWIAX vs. THORX commentary
Feb 22, 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: 130B vs. THORX (1.29B). 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 : 17.66 vs. CWIAX (10.57). CWIAX return over 5 years is better than : 39.46 vs. THORX (32.62).
| 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 | 5.991 | 9.385 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 1.29B | 10,062% |
| Annual Yield % from dividends | 1.67 | 1.49 | 112% |
| Returns for 1 year | 10.57 | 17.66 | 60% |
| Returns for 3 years | 19.36 | 18.75 | 103% |
| Returns for 5 years | 39.46 | 32.62 | 121% |
| Returns for 10 years | 68.73 | 58.60 | 117% |