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CWGFX vs TNBAX
CWGFX vs TNBAX Comparison
Open Charts CWGFX vs TNBAX
American Funds Capital World Gr&Inc F1
Price$74.52
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
1290 SmartBeta Equity A
Price$20.69
Change+$0.13 (+0.63%)
VolumeN/A
Net Assets245.87M
CWGFX vs TNBAX Comparison Chart in %
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CWGFX vs. TNBAX commentary
Sep 28, 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 CWGFX is a Buy and TNBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 140B vs. TNBAX (246M). CWGFX pays higher dividends than TNBAX: CWGFX (1.39) vs TNBAX (0.87). CWGFX was incepted earlier than TNBAX: CWGFX (25 years) vs TNBAX (11 years). TNBAX (1.37) is less costly to investors than CWGFX (0.80). TNBAX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than TNBAX: CWGFX (250) vs TNBAX (1000). CWGFX annual gain was more profitable for investors over the last year : 9.37 vs. TNBAX (6.37). TNBAX return over 5 years is better than : 59.10 vs. CWGFX (54.88).
| CWGFX | TNBAX | CWGFX / TNBAX | |
| Total Expense Ratio | 0.80 | 1.10 | 73% |
| Annual Report Gross Expense Ratio | 0.80 | 1.37 | 58% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 18.797 | 11.541 | 163% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 246M | 56,911% |
| Annual Yield % from dividends | 1.39 | 0.87 | 161% |
| Returns for 1 year | 9.37 | 6.37 | 147% |
| Returns for 3 years | 69.62 | 60.76 | 115% |
| Returns for 5 years | 54.88 | 59.10 | 93% |
| Returns for 10 years | 89.86 | 139.57 | 64% |
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