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CWIEX vs THOVX
CWIEX vs THOVX Comparison
Open Charts CWIEX vs THOVX
American Funds Capital World Gr&Inc 529E
Price$74.26
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
Thornburg Global Opportunities R4
Price$46.66
Change-$0.44 (-0.93%)
VolumeN/A
Net Assets1.51B
CWIEX vs THOVX Comparison Chart in %
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CWIEX vs. THOVX 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 THOVX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. THOVX (1.51B). THOVX pays higher dividends than CWIEX: THOVX (1.94) vs CWIEX (1.15). 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 : 26.26 vs. CWIEX (11.86). THOVX return over 5 years is better than : 53.64 vs. CWIEX (42.92).
| 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 | 18.591 | 30.627 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.51B | 9,296% |
| Annual Yield % from dividends | 1.15 | 1.94 | 59% |
| Returns for 1 year | 11.86 | 26.26 | 45% |
| Returns for 3 years | 50.41 | 60.91 | 83% |
| Returns for 5 years | 42.92 | 53.64 | 80% |
| Returns for 10 years | 91.62 | 100.72 | 91% |
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