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CWIEX vs THOVX
CWIEX vs THOVX Comparison
Open Charts CWIEX vs THOVX
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Thornburg Global Opportunities R4
Price$45.44
Change+$0.13 (+0.29%)
VolumeN/A
Net Assets1.45B
CWIEX vs THOVX Comparison Chart in %
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CWIEX vs. THOVX commentary
Sep 08, 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 THOVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. THOVX (1.45B). THOVX pays higher dividends than CWIEX: THOVX (2.04) vs CWIEX (1.22). CWIEX was incepted earlier than THOVX: CWIEX (24 years) vs THOVX (18 years). THOVX (2.15) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. THOVX (14.91). THOVX has a lower initial minimum investment than CWIEX: THOVX (0) vs CWIEX (250). THOVX annual gain was more profitable for investors over the last year : 24.23 vs. CWIEX (12.87). THOVX (51.58) and CWIEX (49.15) have equivalent 5 years return.
| CWIEX | THOVX | CWIEX / THOVX | |
| Total Expense Ratio | 1.00 | 1.40 | 71% |
| Annual Report Gross Expense Ratio | 1.00 | 2.15 | 47% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 15.997 | 27.212 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.45B | 9,511% |
| Annual Yield % from dividends | 1.22 | 2.04 | 60% |
| Returns for 1 year | 12.87 | 24.23 | 53% |
| Returns for 3 years | 54.44 | 62.15 | 88% |
| Returns for 5 years | 49.15 | 51.58 | 95% |
| Returns for 10 years | 94.28 | 92.31 | 102% |
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