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CWIEX vs THOIX
CWIEX vs THOIX Comparison
Open Charts CWIEX vs THOIX
American Funds Capital World Gr&Inc 529E
Price$73.11
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Thornburg Global Opportunities I
Price$46.34
Change+$0.21 (+0.46%)
VolumeN/A
Net Assets1.45B
CWIEX vs THOIX Comparison Chart in %
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CWIEX vs. THOIX commentary
Sep 09, 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 THOIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. THOIX (1.45B). THOIX pays higher dividends than CWIEX: THOIX (2.32) vs CWIEX (1.22). 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 : 26.52 vs. CWIEX (14.79). THOIX return over 5 years is better than : 55.85 vs. CWIEX (49.87).
| 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 | 15.997 | 27.537 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.45B | 9,511% |
| Annual Yield % from dividends | 1.22 | 2.32 | 53% |
| Returns for 1 year | 14.79 | 26.52 | 56% |
| Returns for 3 years | 49.13 | 58.75 | 84% |
| Returns for 5 years | 49.87 | 55.85 | 89% |
| Returns for 10 years | 94.14 | 97.57 | 96% |
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