Interact to see
Advertisement
Advertisement
FCWGX vs THOFX
FCWGX vs THOFX Comparison
Open Charts FCWGX vs THOFX
American Funds Capital World Gr&Inc529F2
Price$72.50
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Thornburg Global Opportunities R5
Price$44.71
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets1.4B
FCWGX vs THOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 137B vs. THOFX (1.4B). THOFX pays higher dividends than FCWGX: THOFX (2.46) vs FCWGX (1.68). FCWGX was incepted earlier than THOFX: FCWGX (5 years) vs THOFX (17 years). THOFX (1.35) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. THOFX (14.91). THOFX has a lower initial minimum investment than FCWGX: THOFX (0) vs FCWGX (250). THOFX annual gain was more profitable for investors over the last year : 21.25 vs. FCWGX (14.07).
| FCWGX | THOFX | FCWGX / THOFX | |
| Total Expense Ratio | 0.52 | 0.99 | 53% |
| Annual Report Gross Expense Ratio | 0.52 | 1.35 | 39% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 15.158 | 23.406 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.4B | 9,800% |
| Annual Yield % from dividends | 1.68 | 2.46 | 68% |
| Returns for 1 year | 14.07 | 21.25 | 66% |
| Returns for 3 years | 53.70 | 57.97 | 93% |
| Returns for 5 years | N/A | 59.61 | - |
| Returns for 10 years | N/A | 81.55 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement