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FWCGX vs THOAX
FWCGX vs THOAX Comparison
Open Charts FWCGX vs THOAX
American Funds Capital World Gr&Inc529F3
Price$63.61
Change+$0.19 (+0.30%)
VolumeN/A
Net Assets121.98B
Thornburg Global Opportunities A
Price$38.41
Change+$0.28 (+0.73%)
VolumeN/A
Net Assets1.22B
FWCGX vs THOAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 122B vs. THOAX (1.22B). THOAX pays higher dividends than FWCGX: THOAX (2.45) vs FWCGX (1.93). FWCGX was incepted earlier than THOAX: FWCGX (4 years) vs THOAX (19 years). THOAX (1.34) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. THOAX (17.07). FWCGX has a lower initial minimum investment than THOAX: FWCGX (250) vs THOAX (5000). THOAX annual gain was more profitable for investors over the last year : 7.57 vs. FWCGX (1.95).
| FWCGX | THOAX | FWCGX / THOAX | |
| Total Expense Ratio | 0.47 | 1.34 | 35% |
| Annual Report Gross Expense Ratio | 0.47 | 1.34 | 35% |
| Fund Existence | 4 years | 19 years | - |
| Gain YTD | 0.520 | 6.635 | 8% |
| 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 | 1.93 | 2.45 | 79% |
| Returns for 1 year | 1.95 | 7.57 | 26% |
| Returns for 3 years | 25.84 | 24.66 | 105% |
| Returns for 5 years | N/A | 55.36 | - |
| Returns for 10 years | N/A | 54.29 | - |