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FWCGX vs THOIX
FWCGX vs THOIX Comparison
Open Charts FWCGX vs THOIX
American Funds Capital World Gr&Inc529F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Thornburg Global Opportunities I
Price$44.63
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets1.4B
FWCGX vs THOIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. THOIX (1.4B). THOIX pays higher dividends than FWCGX: THOIX (2.48) vs FWCGX (1.73). FWCGX was incepted earlier than THOIX: FWCGX (5 years) vs THOIX (19 years). THOIX (1.08) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. THOIX (14.91). FWCGX has a lower initial minimum investment than THOIX: FWCGX (250) vs THOIX (2500000). THOIX annual gain was more profitable for investors over the last year : 21.25 vs. FWCGX (14.12).
| FWCGX | THOIX | FWCGX / THOIX | |
| Total Expense Ratio | 0.47 | 0.99 | 47% |
| Annual Report Gross Expense Ratio | 0.47 | 1.08 | 44% |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | 15.194 | 23.390 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.4B | 9,800% |
| Annual Yield % from dividends | 1.73 | 2.48 | 70% |
| Returns for 1 year | 14.12 | 21.25 | 66% |
| Returns for 3 years | 53.88 | 57.96 | 93% |
| Returns for 5 years | N/A | 59.60 | - |
| Returns for 10 years | N/A | 79.40 | - |
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