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CWIEX vs THORX
CWIEX vs THORX Comparison
Open Charts CWIEX vs THORX
American Funds Capital World Gr&Inc 529E
Price$72.74
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
Thornburg Global Opportunities R3
Price$44.95
Change-$0.13 (-0.29%)
VolumeN/A
Net Assets1.45B
CWIEX vs THORX Comparison Chart in %
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CWIEX vs. THORX commentary
Aug 29, 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 THORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. THORX (1.45B). THORX pays higher dividends than CWIEX: THORX (2.03) vs CWIEX (1.25). 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 : 21.84 vs. CWIEX (10.35). THORX (47.30) and CWIEX (46.23) 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 | 15.933 | 26.665 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.45B | 9,435% |
| Annual Yield % from dividends | 1.25 | 2.03 | 61% |
| Returns for 1 year | 10.35 | 21.84 | 47% |
| Returns for 3 years | 49.90 | 56.83 | 88% |
| Returns for 5 years | 46.23 | 47.30 | 98% |
| Returns for 10 years | 93.20 | 87.22 | 107% |
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