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CWIEX vs THOVX
CWIEX vs THOVX Comparison
Open Charts CWIEX vs THOVX
American Funds Capital World Gr&Inc 529E
Price$74.29
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Thornburg Global Opportunities R4
Price$46.89
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets1.51B
CWIEX vs THOVX Comparison Chart in %
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CWIEX vs. THOVX commentary
Sep 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 Buy and THOVX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. THOVX (1.52B). 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 : 22.30 vs. CWIEX (9.15). THOVX return over 5 years is better than : 62.97 vs. CWIEX (56.65).
| 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 | 18.639 | 31.271 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.52B | 9,241% |
| Annual Yield % from dividends | 1.22 | 2.04 | 60% |
| Returns for 1 year | 9.15 | 22.30 | 41% |
| Returns for 3 years | 69.61 | 78.61 | 89% |
| Returns for 5 years | 56.65 | 62.97 | 90% |
| Returns for 10 years | 109.57 | 117.93 | 93% |
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