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CWIEX vs THOFX
CWIEX vs THOFX Comparison
Open Charts CWIEX vs THOFX
American Funds Capital World Gr&Inc 529E
Price$74.32
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Thornburg Global Opportunities R5
Price$47.57
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets1.49B
CWIEX vs THOFX Comparison Chart in %
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CWIEX vs. THOFX 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 THOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. THOFX (1.49B). THOFX pays higher dividends than CWIEX: THOFX (2.20) vs CWIEX (1.15). 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 : 27.66 vs. CWIEX (11.90). THOFX return over 5 years is better than : 57.29 vs. CWIEX (43.18).
| 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 | 18.687 | 31.300 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.49B | 9,316% |
| Annual Yield % from dividends | 1.15 | 2.20 | 52% |
| Returns for 1 year | 11.90 | 27.66 | 43% |
| Returns for 3 years | 50.53 | 63.27 | 80% |
| Returns for 5 years | 43.18 | 57.29 | 75% |
| Returns for 10 years | 91.78 | 107.79 | 85% |
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