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FWCGX vs THOFX
FWCGX vs THOFX Comparison
Open Charts FWCGX vs THOFX
American Funds Capital World Gr&Inc529F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Thornburg Global Opportunities R5
Price$42.42
Change+$0.31 (+0.74%)
VolumeN/A
Net Assets1.32B
FWCGX vs THOFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. THOFX (1.32B). THOFX pays higher dividends than FWCGX: THOFX (2.57) vs FWCGX (1.81). FWCGX was incepted earlier than THOFX: FWCGX (5 years) vs THOFX (17 years). THOFX (1.35) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. THOFX (14.91). THOFX has a lower initial minimum investment than FWCGX: THOFX (0) vs FWCGX (250). THOFX annual gain was more profitable for investors over the last year : 13.69 vs. FWCGX (6.68).
| FWCGX | THOFX | FWCGX / THOFX | |
| Total Expense Ratio | 0.47 | 0.99 | 47% |
| Annual Report Gross Expense Ratio | 0.47 | 1.35 | 35% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 9.164 | 17.085 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.32B | 9,954% |
| Annual Yield % from dividends | 1.81 | 2.57 | 70% |
| Returns for 1 year | 6.68 | 13.69 | 49% |
| Returns for 3 years | 32.36 | 34.25 | 94% |
| Returns for 5 years | N/A | 55.10 | - |
| Returns for 10 years | N/A | 73.25 | - |