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CWIEX vs THOFX
CWIEX vs THOFX Comparison
Open Charts CWIEX vs THOFX
American Funds Capital World Gr&Inc 529E
Price$75.88
Change+$0.48 (+0.64%)
VolumeN/A
Net Assets141.87B
Thornburg Global Opportunities R5
Price$48.48
Change+$0.17 (+0.35%)
VolumeN/A
Net Assets1.53B
CWIEX vs THOFX Comparison Chart in %
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CWIEX vs. THOFX commentary
Oct 09, 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 THOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. THOFX (1.53B). THOFX pays higher dividends than CWIEX: THOFX (2.22) vs CWIEX (1.17). 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 : 25.94 vs. CWIEX (12.49). THOFX return over 5 years is better than : 59.82 vs. CWIEX (53.39).
| 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 | 21.178 | 33.812 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.53B | 9,287% |
| Annual Yield % from dividends | 1.17 | 2.22 | 53% |
| Returns for 1 year | 12.49 | 25.94 | 48% |
| Returns for 3 years | 70.05 | 79.05 | 89% |
| Returns for 5 years | 53.39 | 59.82 | 89% |
| Returns for 10 years | 98.16 | 114.75 | 86% |
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