Interact to see
Advertisement
Advertisement
FWCGX vs THOFX
FWCGX vs THOFX Comparison
Open Charts FWCGX vs THOFX
American Funds Capital World Gr&Inc529F3
Price$71.15
Change-$0.35 (-0.49%)
VolumeN/A
Net Assets135.74B
Thornburg Global Opportunities R5
Price$43.41
Change-$0.10 (-0.23%)
VolumeN/A
Net Assets1.36B
FWCGX vs THOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. THOFX (1.36B). THOFX pays higher dividends than FWCGX: THOFX (2.46) vs FWCGX (1.73). 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 : 14.21 vs. FWCGX (7.18).
| 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 | 13.080 | 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 | 1.73 | 2.46 | 70% |
| Returns for 1 year | 7.18 | 14.21 | 51% |
| Returns for 3 years | 54.35 | 55.64 | 98% |
| Returns for 5 years | N/A | 57.09 | - |
| Returns for 10 years | N/A | 74.89 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement