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CWIEX vs THOAX
CWIEX vs THOAX Comparison
Open Charts CWIEX vs THOAX
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
Thornburg Global Opportunities A
Price$45.86
Change+$0.13 (+0.28%)
VolumeN/A
Net Assets1.45B
CWIEX vs THOAX Comparison Chart in %
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CWIEX vs. THOAX commentary
Sep 07, 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 StrongBuy and THOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. THOAX (1.45B). THOAX pays higher dividends than CWIEX: THOAX (2.08) vs CWIEX (1.22). CWIEX was incepted earlier than THOAX: CWIEX (24 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 : 24.39 vs. CWIEX (12.87). THOAX return over 5 years is better than : 52.72 vs. CWIEX (49.15).
| CWIEX | THOAX | CWIEX / THOAX | |
| Total Expense Ratio | 1.00 | 1.34 | 75% |
| Annual Report Gross Expense Ratio | 1.00 | 1.34 | 75% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 15.997 | 27.318 | 59% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.45B | 9,468% |
| Annual Yield % from dividends | 1.22 | 2.08 | 59% |
| Returns for 1 year | 12.87 | 24.39 | 53% |
| Returns for 3 years | 54.44 | 62.80 | 87% |
| Returns for 5 years | 49.15 | 52.72 | 93% |
| Returns for 10 years | 94.28 | 92.67 | 102% |