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CWIEX vs THORX
CWIEX vs THORX Comparison
Open Charts CWIEX vs THORX
American Funds Capital World Gr&Inc 529E
Price$74.32
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Thornburg Global Opportunities R3
Price$46.53
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets1.49B
CWIEX vs THORX Comparison Chart in %
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CWIEX vs. THORX commentary
Nov 20, 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 Hold and THORX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. THORX (1.49B). THORX pays higher dividends than CWIEX: THORX (1.86) vs CWIEX (1.15). 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 : 27.00 vs. CWIEX (11.90). THORX return over 5 years is better than : 52.93 vs. CWIEX (43.18).
| 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 | 18.687 | 30.739 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.49B | 9,316% |
| Annual Yield % from dividends | 1.15 | 1.86 | 62% |
| Returns for 1 year | 11.90 | 27.00 | 44% |
| Returns for 3 years | 50.53 | 60.82 | 83% |
| Returns for 5 years | 43.18 | 52.93 | 82% |
| Returns for 10 years | 91.78 | 98.93 | 93% |
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