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FCWGX vs THOAX
FCWGX vs THOAX Comparison
Open Charts FCWGX vs THOAX
American Funds Capital World Gr&Inc529F2
Price$63.62
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets121.98B
Thornburg Global Opportunities A
Price$38.41
Change+$0.28 (+0.73%)
VolumeN/A
Net Assets1.22B
FCWGX vs THOAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 122B vs. THOAX (1.22B). THOAX pays higher dividends than FCWGX: THOAX (2.45) vs FCWGX (1.87). FCWGX was incepted earlier than THOAX: FCWGX (4 years) vs THOAX (19 years). THOAX (1.34) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. THOAX (17.07). FCWGX has a lower initial minimum investment than THOAX: FCWGX (250) vs THOAX (5000). THOAX annual gain was more profitable for investors over the last year : 7.57 vs. FCWGX (1.89).
| FCWGX | THOAX | FCWGX / THOAX | |
| Total Expense Ratio | 0.52 | 1.34 | 39% |
| Annual Report Gross Expense Ratio | 0.52 | 1.34 | 39% |
| Fund Existence | 4 years | 19 years | - |
| Gain YTD | 0.490 | 6.635 | 7% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 1.22B | 9,992% |
| Annual Yield % from dividends | 1.87 | 2.45 | 76% |
| Returns for 1 year | 1.89 | 7.57 | 25% |
| Returns for 3 years | 25.68 | 24.66 | 104% |
| Returns for 5 years | N/A | 55.36 | - |
| Returns for 10 years | N/A | 54.29 | - |
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