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CWIEX vs THOIX
CWIEX vs THOIX Comparison
Open Charts CWIEX vs THOIX
American Funds Capital World Gr&Inc 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Thornburg Global Opportunities I
Price$42.00
Change-$0.47 (-1.11%)
VolumeN/A
Net Assets1.32B
CWIEX vs THOIX Comparison Chart
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CWIEX vs. THOIX commentary
Jun 15, 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 THOIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 131B vs. THOIX (1.32B). THOIX pays higher dividends than CWIEX: THOIX (2.59) vs CWIEX (1.31). 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 : 14.89 vs. CWIEX (6.05). THOIX return over 5 years is better than : 59.95 vs. CWIEX (54.48).
| 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 | 8.904 | 16.118 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 1.31 | 2.59 | 50% |
| Returns for 1 year | 6.05 | 14.89 | 41% |
| Returns for 3 years | 44.36 | 45.38 | 98% |
| Returns for 5 years | 54.48 | 59.95 | 91% |
| Returns for 10 years | 69.54 | 69.93 | 99% |
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