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CWGCX vs TNBAX
CWGCX vs TNBAX Comparison
Open Charts CWGCX vs TNBAX
American Funds Capital World Gr&Inc C
Price$74.44
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
1290 SmartBeta Equity A
Price$20.68
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets260.43M
CWGCX vs TNBAX Comparison Chart in %
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CWGCX vs. TNBAX commentary
Oct 19, 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 CWGCX is a Hold and TNBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. TNBAX (260M). TNBAX pays higher dividends than CWGCX: TNBAX (0.85) vs CWGCX (0.77). CWGCX was incepted earlier than TNBAX: CWGCX (25 years) vs TNBAX (11 years). CWGCX (1.49) is less costly to investors than TNBAX (1.37). TNBAX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than TNBAX: CWGCX (250) vs TNBAX (1000). CWGCX annual gain was more profitable for investors over the last year : 9.93 vs. TNBAX (5.31). TNBAX return over 5 years is better than : 51.72 vs. CWGCX (46.50).
| CWGCX | TNBAX | CWGCX / TNBAX | |
| Total Expense Ratio | 1.49 | 1.10 | 135% |
| Annual Report Gross Expense Ratio | 1.49 | 1.37 | 109% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 19.298 | 11.126 | 173% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 260M | 54,231% |
| Annual Yield % from dividends | 0.77 | 0.85 | 90% |
| Returns for 1 year | 9.93 | 5.31 | 187% |
| Returns for 3 years | 63.56 | 56.15 | 113% |
| Returns for 5 years | 46.50 | 51.72 | 90% |
| Returns for 10 years | 72.19 | 123.04 | 59% |
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