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CWIEX vs THOCX
CWIEX vs THOCX Comparison
Open Charts CWIEX vs THOCX
American Funds Capital World Gr&Inc 529E
Price$71.46
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets136.03B
Thornburg Global Opportunities C
Price$42.46
Change+$0.16 (+0.38%)
VolumeN/A
Net Assets1.41B
CWIEX vs THOCX Comparison Chart in %
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CWIEX vs. THOCX commentary
Aug 10, 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: 136B vs. THOCX (1.41B). THOCX pays higher dividends than CWIEX: THOCX (1.37) vs CWIEX (1.25). 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 : 23.42 vs. CWIEX (14.05). CWIEX return over 5 years is better than : 49.03 vs. THOCX (44.32).
| 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 | 13.893 | 23.826 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.41B | 9,645% |
| Annual Yield % from dividends | 1.25 | 1.37 | 92% |
| Returns for 1 year | 14.05 | 23.42 | 60% |
| Returns for 3 years | 44.59 | 48.27 | 92% |
| Returns for 5 years | 49.03 | 44.32 | 111% |
| Returns for 10 years | 78.32 | 63.08 | 124% |
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