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FWCGX vs THORX
FWCGX vs THORX Comparison
Open Charts FWCGX vs THORX
American Funds Capital World Gr&Inc529F3
Price$72.02
Change-$0.46 (-0.63%)
VolumeN/A
Net Assets137.34B
Thornburg Global Opportunities R3
Price$43.62
Change-$0.17 (-0.39%)
VolumeN/A
Net Assets1.4B
FWCGX vs THORX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. THORX (1.4B). THORX pays higher dividends than FWCGX: THORX (2.08) vs FWCGX (1.73). FWCGX was incepted earlier than THORX: FWCGX (5 years) vs THORX (18 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 : 20.58 vs. FWCGX (14.12).
| 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 | 18 years | - |
| Gain YTD | 15.194 | 23.040 | 66% |
| 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 | 2.08 | 83% |
| Returns for 1 year | 14.12 | 20.58 | 69% |
| Returns for 3 years | 53.88 | 55.43 | 97% |
| Returns for 5 years | N/A | 54.92 | - |
| Returns for 10 years | N/A | 73.78 | - |
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