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CWIEX vs THOFX
CWIEX vs THOFX Comparison
Open Charts CWIEX vs THOFX
American Funds Capital World Gr&Inc 529E
Price$74.65
Change+$0.28 (+0.38%)
VolumeN/A
Net Assets140.42B
Thornburg Global Opportunities R5
Price$47.58
Change+$0.41 (+0.87%)
VolumeN/A
Net Assets1.48B
CWIEX vs THOFX Comparison Chart in %
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CWIEX vs. THOFX commentary
Sep 16, 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 THOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. THOFX (1.48B). THOFX pays higher dividends than CWIEX: THOFX (2.31) vs CWIEX (1.22). CWIEX was incepted earlier than THOFX: CWIEX (24 years) vs THOFX (18 years). THOFX (1.35) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. THOFX (14.91). THOFX has a lower initial minimum investment than CWIEX: THOFX (0) vs CWIEX (250). THOFX annual gain was more profitable for investors over the last year : 27.05 vs. CWIEX (13.67). THOFX (57.07) and CWIEX (54.41) have equivalent 5 years return.
| CWIEX | THOFX | CWIEX / THOFX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.00 | 1.35 | 74% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 18.531 | 30.196 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.48B | 9,453% |
| Annual Yield % from dividends | 1.22 | 2.31 | 53% |
| Returns for 1 year | 13.67 | 27.05 | 51% |
| Returns for 3 years | 56.10 | 68.05 | 82% |
| Returns for 5 years | 54.41 | 57.07 | 95% |
| Returns for 10 years | 98.03 | 101.83 | 96% |
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