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CWIEX vs THOAX
CWIEX vs THOAX Comparison
Open Charts CWIEX vs THOAX
American Funds Capital World Gr&Inc 529E
Price$69.06
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets132.07B
Thornburg Global Opportunities A
Price$42.24
Change-$0.10 (-0.24%)
VolumeN/A
Net Assets1.33B
CWIEX vs THOAX Comparison Chart
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CWIEX vs. THOAX commentary
Jun 13, 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 CWIEX is a Buy and THOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 132B vs. THOAX (1.33B). THOAX pays higher dividends than CWIEX: THOAX (2.32) vs CWIEX (1.31). CWIEX was incepted earlier than THOAX: CWIEX (23 years) vs THOAX (19 years). THOAX (1.34) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. THOAX (14.91). CWIEX has a lower initial minimum investment than THOAX: CWIEX (250) vs THOAX (5000). THOAX annual gain was more profitable for investors over the last year : 15.24 vs. CWIEX (7.10). THOAX return over 5 years is better than : 59.11 vs. CWIEX (56.13).
| CWIEX | THOAX | CWIEX / THOAX | |
| Total Expense Ratio | 1.00 | 1.34 | 75% |
| Annual Report Gross Expense Ratio | 1.00 | 1.34 | 75% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 10.068 | 17.268 | 58% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 1.33B | 9,910% |
| Annual Yield % from dividends | 1.31 | 2.32 | 56% |
| Returns for 1 year | 7.10 | 15.24 | 47% |
| Returns for 3 years | 44.85 | 46.04 | 97% |
| Returns for 5 years | 56.13 | 59.11 | 95% |
| Returns for 10 years | 71.85 | 68.69 | 105% |