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CWIEX vs THORX
CWIEX vs THORX Comparison
Open Charts CWIEX vs THORX
American Funds Capital World Gr&Inc 529E
Price$75.88
Change+$0.48 (+0.64%)
VolumeN/A
Net Assets141.87B
Thornburg Global Opportunities R3
Price$47.45
Change+$0.17 (+0.36%)
VolumeN/A
Net Assets1.53B
CWIEX vs THORX Comparison Chart in %
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CWIEX vs. THORX commentary
Oct 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 Buy and THORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. THORX (1.53B). THORX pays higher dividends than CWIEX: THORX (1.87) vs CWIEX (1.17). CWIEX was incepted earlier than THORX: CWIEX (24 years) vs THORX (18 years). THORX (2.49) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. THORX (14.91). THORX has a lower initial minimum investment than CWIEX: THORX (0) vs CWIEX (250). THORX annual gain was more profitable for investors over the last year : 25.31 vs. CWIEX (12.49). THORX (55.18) and CWIEX (53.39) have equivalent 5 years return.
| CWIEX | THORX | CWIEX / THORX | |
| Total Expense Ratio | 1.00 | 1.50 | 67% |
| Annual Report Gross Expense Ratio | 1.00 | 2.49 | 40% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 21.178 | 33.324 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.53B | 9,287% |
| Annual Yield % from dividends | 1.17 | 1.87 | 63% |
| Returns for 1 year | 12.49 | 25.31 | 49% |
| Returns for 3 years | 70.05 | 76.27 | 92% |
| Returns for 5 years | 53.39 | 55.18 | 97% |
| Returns for 10 years | 98.16 | 105.61 | 93% |
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