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CWGFX vs TNBAX
CWGFX vs TNBAX Comparison
Open Charts CWGFX vs TNBAX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
1290 SmartBeta Equity A
Price$20.61
Change+$0.15 (+0.73%)
VolumeN/A
Net Assets242.14M
CWGFX vs TNBAX Comparison Chart in %
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CWGFX vs. TNBAX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 138B vs. TNBAX (242M). 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 : 13.11 vs. TNBAX (9.63). TNBAX return over 5 years is better than : 54.84 vs. CWGFX (46.91).
| 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 | 16.146 | 11.083 | 146% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 242M | 57,025% |
| Annual Yield % from dividends | 1.39 | 0.87 | 161% |
| Returns for 1 year | 13.11 | 9.63 | 136% |
| Returns for 3 years | 53.92 | 50.00 | 108% |
| Returns for 5 years | 46.91 | 54.84 | 86% |
| Returns for 10 years | 75.40 | 131.46 | 57% |
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