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CWIEX vs THORX
CWIEX vs THORX Comparison
Open Charts CWIEX vs THORX
American Funds Capital World Gr&Inc 529E
Price$68.64
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
Thornburg Global Opportunities R3
Price$41.58
Change+$0.31 (+0.75%)
VolumeN/A
Net Assets1.32B
CWIEX vs THORX Comparison Chart
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CWIEX vs. THORX commentary
Jun 07, 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: 131B vs. THORX (1.32B). THORX pays higher dividends than CWIEX: THORX (2.17) vs CWIEX (1.31). CWIEX was incepted earlier than THORX: CWIEX (23 years) vs THORX (17 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 : 12.26 vs. CWIEX (6.07). THORX (49.49) and CWIEX (48.50) 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 | 23 years | 17 years | - |
| Gain YTD | 8.911 | 15.960 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 1.31 | 2.17 | 60% |
| Returns for 1 year | 6.07 | 12.26 | 50% |
| Returns for 3 years | 30.20 | 31.14 | 97% |
| Returns for 5 years | 48.50 | 49.49 | 98% |
| Returns for 10 years | 70.80 | 64.62 | 110% |
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