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CWIEX vs THOCX
CWIEX vs THOCX Comparison
Open Charts CWIEX vs THOCX
American Funds Capital World Gr&Inc 529E
Price$74.26
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
Thornburg Global Opportunities C
Price$44.51
Change-$0.43 (-0.96%)
VolumeN/A
Net Assets1.51B
CWIEX vs THOCX Comparison Chart in %
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CWIEX vs. THOCX 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 THOCX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. THOCX (1.51B). THOCX pays higher dividends than CWIEX: THOCX (1.25) vs CWIEX (1.15). 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 : 25.15 vs. CWIEX (11.86). THOCX return over 5 years is better than : 46.83 vs. CWIEX (42.92).
| 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 | 18.591 | 29.805 | 62% |
| Front Load | N/A | N/A | - |
| 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 | 1.25 | 92% |
| Returns for 1 year | 11.86 | 25.15 | 47% |
| Returns for 3 years | 50.41 | 56.92 | 89% |
| Returns for 5 years | 42.92 | 46.83 | 92% |
| Returns for 10 years | 91.62 | 86.02 | 107% |
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