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FWCGX vs THOFX
FWCGX vs THOFX Comparison
Open Charts FWCGX vs THOFX
American Funds Capital World Gr&Inc529F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Thornburg Global Opportunities R5
Price$44.71
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets1.4B
FWCGX vs THOFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. THOFX (1.4B). THOFX pays higher dividends than FWCGX: THOFX (2.46) vs FWCGX (1.73). FWCGX was incepted earlier than THOFX: FWCGX (5 years) vs THOFX (17 years). THOFX (1.35) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. THOFX (14.91). THOFX has a lower initial minimum investment than FWCGX: THOFX (0) vs FWCGX (250). THOFX annual gain was more profitable for investors over the last year : 21.25 vs. FWCGX (14.12).
| FWCGX | THOFX | FWCGX / THOFX | |
| Total Expense Ratio | 0.47 | 0.99 | 47% |
| Annual Report Gross Expense Ratio | 0.47 | 1.35 | 35% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 15.194 | 23.406 | 65% |
| 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 | 1.73 | 2.46 | 70% |
| Returns for 1 year | 14.12 | 21.25 | 66% |
| Returns for 3 years | 53.88 | 57.97 | 93% |
| Returns for 5 years | N/A | 59.61 | - |
| Returns for 10 years | N/A | 81.55 | - |
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