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CWIEX vs THOFX
CWIEX vs THOFX Comparison
Open Charts CWIEX vs THOFX
American Funds Capital World Gr&Inc 529E
Price$71.46
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets136.03B
Thornburg Global Opportunities R5
Price$45.17
Change+$0.18 (+0.40%)
VolumeN/A
Net Assets1.41B
CWIEX vs THOFX Comparison Chart in %
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CWIEX vs. THOFX 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 THOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 136B vs. THOFX (1.41B). THOFX pays higher dividends than CWIEX: THOFX (2.41) vs CWIEX (1.25). CWIEX was incepted earlier than THOFX: CWIEX (23 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 : 25.06 vs. CWIEX (14.05). THOFX return over 5 years is better than : 55.10 vs. CWIEX (49.03).
| CWIEX | THOFX | CWIEX / THOFX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.00 | 1.35 | 74% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 13.893 | 24.676 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.41B | 9,645% |
| Annual Yield % from dividends | 1.25 | 2.41 | 52% |
| Returns for 1 year | 14.05 | 25.06 | 56% |
| Returns for 3 years | 44.59 | 54.29 | 82% |
| Returns for 5 years | 49.03 | 55.10 | 89% |
| Returns for 10 years | 78.32 | 81.92 | 96% |
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