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CWIEX vs THOAX
CWIEX vs THOAX Comparison
Open Charts CWIEX vs THOAX
American Funds Capital World Gr&Inc 529E
Price$74.26
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
Thornburg Global Opportunities A
Price$47.09
Change-$0.45 (-0.95%)
VolumeN/A
Net Assets1.51B
CWIEX vs THOAX Comparison Chart in %
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CWIEX vs. THOAX commentary
Nov 20, 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 Hold and THOAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. THOAX (1.51B). THOAX pays higher dividends than CWIEX: THOAX (1.99) vs CWIEX (1.15). 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 : 26.39 vs. CWIEX (11.86). THOAX return over 5 years is better than : 54.71 vs. CWIEX (42.92).
| 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 | 18.591 | 30.733 | 60% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.51B | 9,296% |
| Annual Yield % from dividends | 1.15 | 1.99 | 58% |
| Returns for 1 year | 11.86 | 26.39 | 45% |
| Returns for 3 years | 50.41 | 61.44 | 82% |
| Returns for 5 years | 42.92 | 54.71 | 78% |
| Returns for 10 years | 91.62 | 101.07 | 91% |
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