Interact to see
Advertisement
Advertisement
CWIEX vs THOGX
CWIEX vs THOGX Comparison
Open Charts CWIEX vs THOGX
American Funds Capital World Gr&Inc 529E
Price$75.02
Change+$0.27 (+0.36%)
VolumeN/A
Net Assets141.16B
Thornburg Global Opportunities R6
Price$48.08
Change-$0.09 (-0.19%)
VolumeN/A
Net Assets1.51B
CWIEX vs THOGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. THOGX commentary
Sep 24, 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 THOGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. THOGX (1.51B). THOGX pays higher dividends than CWIEX: THOGX (2.42) vs CWIEX (1.22). 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 : 26.08 vs. CWIEX (12.25). THOGX return over 5 years is better than : 70.26 vs. CWIEX (58.84).
| 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 | 19.374 | 32.663 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.51B | 9,344% |
| Annual Yield % from dividends | 1.22 | 2.42 | 50% |
| Returns for 1 year | 12.25 | 26.08 | 47% |
| Returns for 3 years | 68.13 | 80.46 | 85% |
| Returns for 5 years | 58.84 | 70.26 | 84% |
| Returns for 10 years | 106.16 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement