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CWIEX vs THOCX
CWIEX vs THOCX Comparison
Open Charts CWIEX vs THOCX
American Funds Capital World Gr&Inc 529E
Price$72.32
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets136.73B
Thornburg Global Opportunities C
Price$43.24
Change+$0.10 (+0.23%)
VolumeN/A
Net Assets1.45B
CWIEX vs THOCX Comparison Chart in %
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CWIEX vs. THOCX commentary
Sep 01, 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 THOCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. THOCX (1.45B). THOCX pays higher dividends than CWIEX: THOCX (1.31) vs CWIEX (1.22). CWIEX was incepted earlier than THOCX: CWIEX (24 years) vs THOCX (19 years). THOCX (2.17) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. THOCX (14.91). CWIEX has a lower initial minimum investment than THOCX: CWIEX (250) vs THOCX (5000). THOCX annual gain was more profitable for investors over the last year : 20.82 vs. CWIEX (9.46). CWIEX return over 5 years is better than : 45.39 vs. THOCX (41.11).
| CWIEX | THOCX | CWIEX / THOCX | |
| Total Expense Ratio | 1.00 | 2.17 | 46% |
| Annual Report Gross Expense Ratio | 1.00 | 2.17 | 46% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 15.264 | 26.101 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.45B | 9,435% |
| Annual Yield % from dividends | 1.22 | 1.31 | 93% |
| Returns for 1 year | 9.46 | 20.82 | 45% |
| Returns for 3 years | 50.51 | 54.09 | 93% |
| Returns for 5 years | 45.39 | 41.11 | 110% |
| Returns for 10 years | 97.26 | 79.85 | 122% |
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