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FWCGX vs THORX
FWCGX vs THORX Comparison
Open Charts FWCGX vs THORX
American Funds Capital World Gr&Inc529F3
Price$71.74
Change+$0.09 (+0.13%)
VolumeN/A
Net Assets135.95B
Thornburg Global Opportunities R3
Price$42.93
Change+$0.13 (+0.30%)
VolumeN/A
Net Assets1.37B
FWCGX vs THORX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. THORX (1.37B). THORX pays higher dividends than FWCGX: THORX (2.08) vs FWCGX (1.73). FWCGX was incepted earlier than THORX: FWCGX (5 years) vs THORX (17 years). THORX (2.49) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. THORX (14.91). THORX has a lower initial minimum investment than FWCGX: THORX (0) vs FWCGX (250). THORX annual gain was more profitable for investors over the last year : 15.50 vs. FWCGX (9.27).
| FWCGX | THORX | FWCGX / THORX | |
| Total Expense Ratio | 0.47 | 1.50 | 31% |
| Annual Report Gross Expense Ratio | 0.47 | 2.49 | 19% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 13.875 | 20.258 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.37B | 9,949% |
| Annual Yield % from dividends | 1.73 | 2.08 | 83% |
| Returns for 1 year | 9.27 | 15.50 | 60% |
| Returns for 3 years | 55.53 | 53.36 | 104% |
| Returns for 5 years | N/A | 52.59 | - |
| Returns for 10 years | N/A | 68.75 | - |
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