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FWCGX vs THOAX
FWCGX vs THOAX Comparison
Open Charts FWCGX vs THOAX
American Funds Capital World Gr&Inc529F3
Price$68.68
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Thornburg Global Opportunities A
Price$41.78
Change-$0.46 (-1.09%)
VolumeN/A
Net Assets1.32B
FWCGX vs THOAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. THOAX (1.32B). THOAX pays higher dividends than FWCGX: THOAX (2.32) vs FWCGX (1.81). 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 : 14.51 vs. FWCGX (6.64).
| 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 | 9.155 | 15.991 | 57% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 1.81 | 2.32 | 78% |
| Returns for 1 year | 6.64 | 14.51 | 46% |
| Returns for 3 years | 46.75 | 43.98 | 106% |
| Returns for 5 years | N/A | 57.38 | - |
| Returns for 10 years | N/A | 66.67 | - |
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