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FWCGX vs THOGX
FWCGX vs THOGX Comparison
Open Charts FWCGX vs THOGX
American Funds Capital World Gr&Inc529F3
Price$76.19
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
Thornburg Global Opportunities R6
Price$48.91
Change-$0.10 (-0.20%)
VolumeN/A
Net Assets1.53B
FWCGX vs THOGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 144B vs. THOGX (1.53B). THOGX pays higher dividends than FWCGX: THOGX (2.31) vs FWCGX (1.61). FWCGX was incepted earlier than THOGX: FWCGX (5 years) vs THOGX (9 years). THOGX (1.01) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. THOGX (14.91). THOGX has a lower initial minimum investment than FWCGX: THOGX (0) vs FWCGX (250). THOGX annual gain was more profitable for investors over the last year : 29.72 vs. FWCGX (15.39). THOGX (53.66) and FWCGX (53.42) have equivalent 5 years return.
| FWCGX | THOGX | FWCGX / THOGX | |
| Total Expense Ratio | 0.47 | 0.85 | 55% |
| Annual Report Gross Expense Ratio | 0.47 | 1.01 | 47% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 23.725 | 34.977 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.53B | 9,436% |
| Annual Yield % from dividends | 1.61 | 2.31 | 70% |
| Returns for 1 year | 15.39 | 29.72 | 52% |
| Returns for 3 years | 58.55 | 63.15 | 93% |
| Returns for 5 years | 53.42 | 53.66 | 100% |
| Returns for 10 years | N/A | N/A | - |