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CWIEX vs THOCX
CWIEX vs THOCX Comparison
Open Charts CWIEX vs THOCX
American Funds Capital World Gr&Inc 529E
Price$68.64
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
Thornburg Global Opportunities C
Price$39.96
Change+$0.29 (+0.73%)
VolumeN/A
Net Assets1.32B
CWIEX vs THOCX Comparison Chart
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CWIEX vs. THOCX commentary
Jun 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 Buy and THOCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 131B vs. THOCX (1.32B). THOCX pays higher dividends than CWIEX: THOCX (1.45) vs CWIEX (1.31). CWIEX was incepted earlier than THOCX: CWIEX (23 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 : 12.24 vs. CWIEX (6.07). CWIEX return over 5 years is better than : 48.50 vs. THOCX (44.38).
| CWIEX | THOCX | CWIEX / THOCX | |
| Total Expense Ratio | 1.00 | 2.17 | 46% |
| Annual Report Gross Expense Ratio | 1.00 | 2.17 | 46% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 8.911 | 16.535 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 1.31 | 1.45 | 90% |
| Returns for 1 year | 6.07 | 12.24 | 50% |
| Returns for 3 years | 30.20 | 29.04 | 104% |
| Returns for 5 years | 48.50 | 44.38 | 109% |
| Returns for 10 years | 70.80 | 55.31 | 128% |
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