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FWCGX vs THORX
FWCGX vs THORX Comparison
Open Charts FWCGX vs THORX
American Funds Capital World Gr&Inc529F3
Price$66.44
Change+$1.30 (+2.00%)
VolumeN/A
Net Assets124.97B
Thornburg Global Opportunities R3
Price$39.80
Change+$0.73 (+1.87%)
VolumeN/A
Net Assets1.25B
FWCGX vs THORX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 125B vs. THORX (1.25B). THORX pays higher dividends than FWCGX: THORX (2.29) vs FWCGX (1.91). 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 : 7.61 vs. FWCGX (2.14).
| 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 | 2.937 | 9.778 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.25B | 9,968% |
| Annual Yield % from dividends | 1.91 | 2.29 | 83% |
| Returns for 1 year | 2.14 | 7.61 | 28% |
| Returns for 3 years | 31.23 | 31.83 | 98% |
| Returns for 5 years | N/A | 64.65 | - |
| Returns for 10 years | N/A | 53.65 | - |