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CWIEX vs THOGX
CWIEX vs THOGX Comparison
Open Charts CWIEX vs THOGX
American Funds Capital World Gr&Inc 529E
Price$68.64
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
Thornburg Global Opportunities R6
Price$42.54
Change+$0.31 (+0.73%)
VolumeN/A
Net Assets1.32B
CWIEX vs THOGX Comparison Chart
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CWIEX vs. THOGX 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 THOGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 131B vs. THOGX (1.32B). THOGX pays higher dividends than CWIEX: THOGX (2.70) vs CWIEX (1.31). 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 : 13.88 vs. CWIEX (6.07). THOGX return over 5 years is better than : 56.35 vs. CWIEX (48.50).
| 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 | 8.911 | 17.158 | 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 | 2.70 | 48% |
| Returns for 1 year | 6.07 | 13.88 | 44% |
| Returns for 3 years | 30.20 | 34.88 | 87% |
| Returns for 5 years | 48.50 | 56.35 | 86% |
| Returns for 10 years | 70.80 | N/A | - |
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