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CWIEX vs THOAX
CWIEX vs THOAX Comparison
Open Charts CWIEX vs THOAX
American Funds Capital World Gr&Inc 529E
Price$75.76
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
Thornburg Global Opportunities A
Price$47.72
Change+$0.49 (+1.04%)
VolumeN/A
Net Assets1.5B
CWIEX vs THOAX Comparison Chart in %
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CWIEX vs. THOAX commentary
Oct 21, 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: 141B vs. THOAX (1.5B). THOAX pays higher dividends than CWIEX: THOAX (2.00) vs CWIEX (1.17). 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 : 24.29 vs. CWIEX (11.21). THOAX return over 5 years is better than : 57.59 vs. CWIEX (54.57).
| 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 | 20.987 | 32.482 | 65% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.5B | 9,375% |
| Annual Yield % from dividends | 1.17 | 2.00 | 59% |
| Returns for 1 year | 11.21 | 24.29 | 46% |
| Returns for 3 years | 66.85 | 72.82 | 92% |
| Returns for 5 years | 54.57 | 57.59 | 95% |
| Returns for 10 years | 93.83 | 105.11 | 89% |
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