Interact to see
Advertisement
Advertisement
FCWGX vs THOAX
FCWGX vs THOAX Comparison
Open Charts FCWGX vs THOAX
American Funds Capital World Gr&Inc529F2
Price$70.85
Change+$0.39 (+0.55%)
VolumeN/A
Net Assets134.85B
Thornburg Global Opportunities A
Price$42.80
Change+$0.30 (+0.71%)
VolumeN/A
Net Assets1.35B
FCWGX vs THOAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 135B vs. THOAX (1.35B). THOAX pays higher dividends than FCWGX: THOAX (2.32) vs FCWGX (1.75). FCWGX was incepted earlier than THOAX: FCWGX (5 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 (14.91). 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 : 16.40 vs. FCWGX (9.98).
| FCWGX | THOAX | FCWGX / THOAX | |
| Total Expense Ratio | 0.52 | 1.34 | 39% |
| Annual Report Gross Expense Ratio | 0.52 | 1.34 | 39% |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | 12.537 | 18.823 | 67% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.35B | 10,022% |
| Annual Yield % from dividends | 1.75 | 2.32 | 76% |
| Returns for 1 year | 9.98 | 16.40 | 61% |
| Returns for 3 years | 49.66 | 47.78 | 104% |
| Returns for 5 years | N/A | 63.05 | - |
| Returns for 10 years | N/A | 74.48 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement