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CWIEX vs THOFX
CWIEX vs THOFX Comparison
Open Charts CWIEX vs THOFX
American Funds Capital World Gr&Inc 529E
Price$68.64
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
Thornburg Global Opportunities R5
Price$42.42
Change+$0.31 (+0.74%)
VolumeN/A
Net Assets1.32B
CWIEX vs THOFX Comparison Chart
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CWIEX vs. THOFX commentary
Jun 07, 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: 131B vs. THOFX (1.32B). THOFX pays higher dividends than CWIEX: THOFX (2.57) vs CWIEX (1.31). CWIEX was incepted earlier than THOFX: CWIEX (23 years) vs THOFX (17 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 : 13.69 vs. CWIEX (6.07). THOFX return over 5 years is better than : 55.10 vs. CWIEX (48.50).
| 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 | 17 years | - |
| Gain YTD | 8.911 | 17.085 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 1.31 | 2.57 | 51% |
| Returns for 1 year | 6.07 | 13.69 | 44% |
| Returns for 3 years | 30.20 | 34.25 | 88% |
| Returns for 5 years | 48.50 | 55.10 | 88% |
| Returns for 10 years | 70.80 | 73.25 | 97% |
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