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FWCGX vs THOAX
FWCGX vs THOAX Comparison
Open Charts FWCGX vs THOAX
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Thornburg Global Opportunities A
Price$43.33
Change+$0.30 (+0.70%)
VolumeN/A
Net Assets1.36B
FWCGX vs THOAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. THOAX (1.36B). THOAX pays higher dividends than FWCGX: THOAX (2.22) vs FWCGX (1.73). FWCGX was incepted earlier than THOAX: FWCGX (5 years) vs THOAX (19 years). THOAX (1.34) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. THOAX (14.91). FWCGX has a lower initial minimum investment than THOAX: FWCGX (250) vs THOAX (5000). THOAX annual gain was more profitable for investors over the last year : 16.55 vs. FWCGX (9.68).
| FWCGX | THOAX | FWCGX / THOAX | |
| Total Expense Ratio | 0.47 | 1.34 | 35% |
| Annual Report Gross Expense Ratio | 0.47 | 1.34 | 35% |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | 13.732 | 20.294 | 68% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.36B | 9,971% |
| Annual Yield % from dividends | 1.73 | 2.22 | 78% |
| Returns for 1 year | 9.68 | 16.55 | 58% |
| Returns for 3 years | 53.08 | 52.65 | 101% |
| Returns for 5 years | N/A | 60.29 | - |
| Returns for 10 years | N/A | 76.83 | - |
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