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FWCGX vs THOFX
FWCGX vs THOFX Comparison
Open Charts FWCGX vs THOFX
American Funds Capital World Gr&Inc529F3
Price$65.14
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.77B
Thornburg Global Opportunities R5
Price$39.85
Change+$0.20 (+0.50%)
VolumeN/A
Net Assets1.25B
FWCGX vs THOFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 125B vs. THOFX (1.25B). THOFX pays higher dividends than FWCGX: THOFX (2.72) vs FWCGX (1.91). 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 : 8.35 vs. FWCGX (2.52).
| 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 | 2.937 | 9.992 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.25B | 10,016% |
| Annual Yield % from dividends | 1.91 | 2.72 | 70% |
| Returns for 1 year | 2.52 | 8.35 | 30% |
| Returns for 3 years | 33.80 | 35.34 | 96% |
| Returns for 5 years | N/A | 62.51 | - |
| Returns for 10 years | N/A | 61.88 | - |