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CWIAX vs THOVX
CWIAX vs THOVX Comparison
Open Charts CWIAX vs THOVX
American Funds Capital World Gr&Inc 529A
Price$60.58
Change+$1.10 (+1.85%)
VolumeN/A
Net Assets115.05B
Thornburg Global Opportunities R4
Price$35.99
Change+$0.60 (+1.70%)
VolumeN/A
Net Assets1.17B
CWIAX vs THOVX Comparison Chart
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CWIAX vs. THOVX commentary
Apr 12, 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 THOVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 115B vs. THOVX (1.17B). THOVX pays higher dividends than CWIAX: THOVX (2.40) vs CWIAX (1.63). CWIAX was incepted earlier than THOVX: CWIAX (23 years) vs THOVX (17 years). THOVX (2.15) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. THOVX (17.07). THOVX has a lower initial minimum investment than CWIAX: THOVX (0) vs CWIAX (250). THOVX annual gain was more profitable for investors over the last year : 0.84 vs. CWIAX (-4.21). THOVX return over 5 years is better than : 56.76 vs. CWIAX (51.50).
| CWIAX | THOVX | CWIAX / THOVX | |
| Total Expense Ratio | 0.78 | 1.40 | 56% |
| Annual Report Gross Expense Ratio | 0.78 | 2.15 | 36% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | -3.947 | 0.756 | -522% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 1.17B | 9,863% |
| Annual Yield % from dividends | 1.63 | 2.40 | 68% |
| Returns for 1 year | -4.21 | 0.84 | -501% |
| Returns for 3 years | 12.44 | 11.16 | 111% |
| Returns for 5 years | 51.50 | 56.76 | 91% |
| Returns for 10 years | 51.34 | 45.04 | 114% |
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