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FCWGX vs THORX
FCWGX vs THORX Comparison
Open Charts FCWGX vs THORX
American Funds Capital World Gr&Inc529F2
Price$72.04
Change-$0.46 (-0.63%)
VolumeN/A
Net Assets137.34B
Thornburg Global Opportunities R3
Price$43.62
Change-$0.17 (-0.39%)
VolumeN/A
Net Assets1.4B
FCWGX vs THORX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 137B vs. THORX (1.4B). THORX pays higher dividends than FCWGX: THORX (2.08) vs FCWGX (1.68). FCWGX was incepted earlier than THORX: FCWGX (5 years) vs THORX (18 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 : 20.58 vs. FCWGX (14.07).
| 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 | 18 years | - |
| Gain YTD | 15.158 | 23.040 | 66% |
| 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 | 2.08 | 81% |
| Returns for 1 year | 14.07 | 20.58 | 68% |
| Returns for 3 years | 53.70 | 55.43 | 97% |
| Returns for 5 years | N/A | 54.92 | - |
| Returns for 10 years | N/A | 73.78 | - |
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