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FWCGX vs THORX
FWCGX vs THORX Comparison
Open Charts FWCGX vs THORX
American Funds Capital World Gr&Inc529F3
Price$68.68
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Thornburg Global Opportunities R3
Price$41.24
Change-$0.46 (-1.10%)
VolumeN/A
Net Assets1.32B
FWCGX vs THORX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. THORX (1.32B). THORX pays higher dividends than FWCGX: THORX (2.17) vs FWCGX (1.81). FWCGX was incepted earlier than THORX: FWCGX (5 years) vs THORX (17 years). THORX (2.49) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. THORX (14.91). THORX has a lower initial minimum investment than FWCGX: THORX (0) vs FWCGX (250). THORX annual gain was more profitable for investors over the last year : 14.27 vs. FWCGX (6.64).
| FWCGX | THORX | FWCGX / THORX | |
| Total Expense Ratio | 0.47 | 1.50 | 31% |
| Annual Report Gross Expense Ratio | 0.47 | 2.49 | 19% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 9.155 | 15.875 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 1.81 | 2.17 | 83% |
| Returns for 1 year | 6.64 | 14.27 | 47% |
| Returns for 3 years | 46.75 | 43.05 | 109% |
| Returns for 5 years | N/A | 55.35 | - |
| Returns for 10 years | N/A | 64.62 | - |
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