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FWCGX vs THOAX
FWCGX vs THOAX Comparison
Open Charts FWCGX vs THOAX
American Funds Capital World Gr&Inc529F3
Price$67.13
Change-$0.70 (-1.03%)
VolumeN/A
Net Assets129.86B
Thornburg Global Opportunities A
Price$41.00
Change-$0.24 (-0.58%)
VolumeN/A
Net Assets1.29B
FWCGX vs THOAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 130B vs. THOAX (1.29B). THOAX pays higher dividends than FWCGX: THOAX (2.45) vs FWCGX (1.91). FWCGX was incepted earlier than THOAX: FWCGX (5 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 (14.91). 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 : 9.42 vs. FWCGX (3.32).
| FWCGX | THOAX | FWCGX / THOAX | |
| Total Expense Ratio | 0.47 | 1.34 | 35% |
| Annual Report Gross Expense Ratio | 0.47 | 1.34 | 35% |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | 6.082 | 13.826 | 44% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 1.29B | 10,046% |
| Annual Yield % from dividends | 1.91 | 2.45 | 78% |
| Returns for 1 year | 3.32 | 9.42 | 35% |
| Returns for 3 years | 35.47 | 35.35 | 100% |
| Returns for 5 years | N/A | 66.65 | - |
| Returns for 10 years | N/A | 60.36 | - |
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