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FCWGX vs THOFX
FCWGX vs THOFX Comparison
Open Charts FCWGX vs THOFX
American Funds Capital World Gr&Inc529F2
Price$71.17
Change-$0.36 (-0.50%)
VolumeN/A
Net Assets135.74B
Thornburg Global Opportunities R5
Price$43.41
Change-$0.10 (-0.23%)
VolumeN/A
Net Assets1.36B
FCWGX vs THOFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 136B vs. THOFX (1.36B). THOFX pays higher dividends than FCWGX: THOFX (2.46) vs FCWGX (1.68). FCWGX was incepted earlier than THOFX: FCWGX (5 years) vs THOFX (17 years). THOFX (1.35) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. THOFX (14.91). THOFX has a lower initial minimum investment than FCWGX: THOFX (0) vs FCWGX (250). THOFX annual gain was more profitable for investors over the last year : 14.21 vs. FCWGX (7.13).
| FCWGX | THOFX | FCWGX / THOFX | |
| Total Expense Ratio | 0.52 | 0.99 | 53% |
| Annual Report Gross Expense Ratio | 0.52 | 1.35 | 39% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 13.045 | 19.818 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.36B | 9,993% |
| Annual Yield % from dividends | 1.68 | 2.46 | 68% |
| Returns for 1 year | 7.13 | 14.21 | 50% |
| Returns for 3 years | 54.16 | 55.64 | 97% |
| Returns for 5 years | N/A | 57.09 | - |
| Returns for 10 years | N/A | 74.89 | - |
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