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FCWGX vs THORX
FCWGX vs THORX Comparison
Open Charts FCWGX vs THORX
American Funds Capital World Gr&Inc529F2
Price$71.58
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
Thornburg Global Opportunities R3
Price$42.77
Change+$0.30 (+0.71%)
VolumeN/A
Net Assets1.36B
FCWGX vs THORX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 136B vs. THORX (1.36B). THORX pays higher dividends than FCWGX: THORX (2.08) vs FCWGX (1.68). FCWGX was incepted earlier than THORX: FCWGX (5 years) vs THORX (17 years). THORX (2.49) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. THORX (14.91). THORX has a lower initial minimum investment than FCWGX: THORX (0) vs FCWGX (250). THORX annual gain was more profitable for investors over the last year : 16.34 vs. FCWGX (9.61).
| FCWGX | THORX | FCWGX / THORX | |
| Total Expense Ratio | 0.52 | 1.50 | 35% |
| Annual Report Gross Expense Ratio | 0.52 | 2.49 | 21% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 13.697 | 20.174 | 68% |
| 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 | 2.08 | 81% |
| Returns for 1 year | 9.61 | 16.34 | 59% |
| Returns for 3 years | 52.90 | 51.71 | 102% |
| Returns for 5 years | N/A | 58.26 | - |
| Returns for 10 years | N/A | 74.70 | - |
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