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FCWGX vs THOFX
FCWGX vs THOFX Comparison
Open Charts FCWGX vs THOFX
American Funds Capital World Gr&Inc529F2
Price$71.58
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
Thornburg Global Opportunities R5
Price$43.65
Change+$0.30 (+0.69%)
VolumeN/A
Net Assets1.36B
FCWGX vs THOFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 136B vs. THOFX (1.36B). 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 : 16.93 vs. FCWGX (9.61).
| 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 | 13.697 | 20.480 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.36B | 9,971% |
| Annual Yield % from dividends | 1.68 | 2.46 | 68% |
| Returns for 1 year | 9.61 | 16.93 | 57% |
| Returns for 3 years | 52.90 | 54.12 | 98% |
| Returns for 5 years | N/A | 62.99 | - |
| Returns for 10 years | N/A | 82.49 | - |
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