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CWIEX vs THOGX
CWIEX vs THOGX Comparison
Open Charts CWIEX vs THOGX
American Funds Capital World Gr&Inc 529E
Price$70.65
Change-$0.45 (-0.63%)
VolumeN/A
Net Assets135.48B
Thornburg Global Opportunities R6
Price$44.22
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets1.38B
CWIEX vs THOGX Comparison Chart in %
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CWIEX vs. THOGX commentary
Aug 01, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 135B vs. THOGX (1.38B). THOGX pays higher dividends than CWIEX: THOGX (2.58) vs CWIEX (1.25). CWIEX was incepted earlier than THOGX: CWIEX (23 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 : 17.92 vs. CWIEX (8.89). THOGX return over 5 years is better than : 56.95 vs. CWIEX (49.81).
| CWIEX | THOGX | CWIEX / THOGX | |
| Total Expense Ratio | 1.00 | 0.85 | 118% |
| Annual Report Gross Expense Ratio | 1.00 | 1.01 | 99% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 12.602 | 21.785 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.38B | 9,790% |
| Annual Yield % from dividends | 1.25 | 2.58 | 48% |
| Returns for 1 year | 8.89 | 17.92 | 50% |
| Returns for 3 years | 43.09 | 52.26 | 82% |
| Returns for 5 years | 49.81 | 56.95 | 87% |
| Returns for 10 years | 75.55 | N/A | - |
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