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CWIEX vs THOGX
CWIEX vs THOGX Comparison
Open Charts CWIEX vs THOGX
American Funds Capital World Gr&Inc 529E
Price$72.32
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets136.73B
Thornburg Global Opportunities R6
Price$46.16
Change+$0.11 (+0.24%)
VolumeN/A
Net Assets1.45B
CWIEX vs THOGX Comparison Chart in %
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CWIEX vs. THOGX commentary
Aug 30, 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 THOGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. THOGX (1.45B). THOGX pays higher dividends than CWIEX: THOGX (2.53) vs CWIEX (1.25). CWIEX was incepted earlier than THOGX: CWIEX (24 years) vs THOGX (8 years). THOGX (1.01) and CWIEX (1.00) have similar cost to investors . CWIEX is a more actively managed with annual turnover of: 27.00 vs. THOGX (14.91). THOGX has a lower initial minimum investment than CWIEX: THOGX (0) vs CWIEX (250). THOGX annual gain was more profitable for investors over the last year : 22.30 vs. CWIEX (9.46). THOGX return over 5 years is better than : 52.45 vs. CWIEX (45.39).
| CWIEX | THOGX | CWIEX / THOGX | |
| Total Expense Ratio | 1.00 | 0.85 | 118% |
| Annual Report Gross Expense Ratio | 1.00 | 1.01 | 99% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 15.264 | 26.825 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.45B | 9,435% |
| Annual Yield % from dividends | 1.25 | 2.53 | 49% |
| Returns for 1 year | 9.46 | 22.30 | 42% |
| Returns for 3 years | 50.51 | 60.63 | 83% |
| Returns for 5 years | 45.39 | 52.45 | 87% |
| Returns for 10 years | 97.26 | N/A | - |
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