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CWIEX vs THOIX
CWIEX vs THOIX Comparison
Open Charts CWIEX vs THOIX
American Funds Capital World Gr&Inc 529E
Price$74.32
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Thornburg Global Opportunities I
Price$47.48
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets1.49B
CWIEX vs THOIX Comparison Chart in %
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CWIEX vs. THOIX commentary
Nov 20, 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 Hold and THOIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. THOIX (1.49B). THOIX pays higher dividends than CWIEX: THOIX (2.22) vs CWIEX (1.15). CWIEX was incepted earlier than THOIX: CWIEX (24 years) vs THOIX (19 years). THOIX (1.08) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. THOIX (14.91). CWIEX has a lower initial minimum investment than THOIX: CWIEX (250) vs THOIX (2500000). THOIX annual gain was more profitable for investors over the last year : 27.64 vs. CWIEX (11.90). THOIX return over 5 years is better than : 57.25 vs. CWIEX (43.18).
| CWIEX | THOIX | CWIEX / THOIX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.00 | 1.08 | 93% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 18.687 | 31.269 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.49B | 9,316% |
| Annual Yield % from dividends | 1.15 | 2.22 | 52% |
| Returns for 1 year | 11.90 | 27.64 | 43% |
| Returns for 3 years | 50.53 | 63.29 | 80% |
| Returns for 5 years | 43.18 | 57.25 | 75% |
| Returns for 10 years | 91.78 | 105.32 | 87% |
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