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FWGIX vs JTKRX
FWGIX vs JTKRX Comparison
Open Charts FWGIX vs JTKRX
American Funds Capital World Gr&Inc F3
Price$64.68
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Global Thematic Opps R6
Price$14.02
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FWGIX vs JTKRX Comparison Chart
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FWGIX vs. JTKRX commentary
Sep 13, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 124B vs. JTKRX (171M). 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. JTKRX annual gain was more profitable for investors over the last year : 25.85 vs. FWGIX (19.76). FWGIX return over 5 years is better than : 43.45 vs. JTKRX (25.59).
| 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 | 12.213 | 11.420 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 171M | 72,515% |
| Annual Yield % from dividends | 1.99 | 0.67 | 297% |
| Returns for 1 year | 19.76 | 25.85 | 76% |
| Returns for 3 years | 4.73 | -6.76 | -70% |
| Returns for 5 years | 43.45 | 25.59 | 170% |
| Returns for 10 years | N/A | N/A | - |