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CWIEX vs THOIX
CWIEX vs THOIX Comparison
Open Charts CWIEX vs THOIX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Thornburg Global Opportunities I
Price$45.86
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets1.44B
CWIEX vs THOIX Comparison Chart in %
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CWIEX vs. THOIX commentary
Aug 17, 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: 137B vs. THOIX (1.44B). THOIX pays higher dividends than CWIEX: THOIX (2.42) vs CWIEX (1.25). CWIEX was incepted earlier than THOIX: CWIEX (23 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 : 23.74 vs. CWIEX (11.15). THOIX return over 5 years is better than : 54.27 vs. CWIEX (49.58).
| CWIEX | THOIX | CWIEX / THOIX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.00 | 1.08 | 93% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 15.312 | 26.790 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.44B | 9,547% |
| Annual Yield % from dividends | 1.25 | 2.42 | 52% |
| Returns for 1 year | 11.15 | 23.74 | 47% |
| Returns for 3 years | 41.58 | 52.75 | 79% |
| Returns for 5 years | 49.58 | 54.27 | 91% |
| Returns for 10 years | 81.77 | 83.42 | 98% |
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