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FWGIX vs JTKRX
FWGIX vs JTKRX Comparison
Open Charts FWGIX vs JTKRX
American Funds Capital World Gr&Inc F3
Price$63.36
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets123.48B
JHancock Global Thematic Opps R6
Price$10.70
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets153.86M
FWGIX vs JTKRX Comparison Chart
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FWGIX vs. JTKRX commentary
Jan 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWGIX is a StrongBuy and JTKRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 123B vs. JTKRX (154M). FWGIX pays higher dividends than JTKRX: FWGIX (1.99) vs JTKRX (0.67). FWGIX was incepted earlier than JTKRX: FWGIX (8 years) vs JTKRX (6 years). JTKRX is a more actively managed with annual turnover of: 71.00 vs. FWGIX (27.00). FWGIX (1000000) and JTKRX (1000000) have matching initial minimum investment requirements. FWGIX annual gain was more profitable for investors over the last year : 7.36 vs. JTKRX (-16.09). FWGIX return over 5 years is better than : 26.78 vs. JTKRX (-13.36).
| FWGIX | JTKRX | FWGIX / JTKRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -0.598 | 0.376 | -159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 154M | 79,870% |
| Annual Yield % from dividends | 1.99 | 0.67 | 297% |
| Returns for 1 year | 7.36 | -16.09 | -46% |
| Returns for 3 years | 4.83 | -21.67 | -22% |
| Returns for 5 years | 26.78 | -13.36 | -200% |
| Returns for 10 years | N/A | N/A | - |