Interact to see
Advertisement
Advertisement
CWGFX vs TNBAX
CWGFX vs TNBAX Comparison
Open Charts CWGFX vs TNBAX
American Funds Capital World Gr&Inc F1
Price$72.30
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
1290 SmartBeta Equity A
Price$20.30
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets236.68M
CWGFX vs TNBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. TNBAX commentary
Jul 27, 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: 137B vs. TNBAX (237M). CWGFX pays higher dividends than TNBAX: CWGFX (1.42) vs TNBAX (0.89). CWGFX was incepted earlier than TNBAX: CWGFX (24 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 : 13.72 vs. TNBAX (12.52). TNBAX return over 5 years is better than : 58.61 vs. CWGFX (50.98).
| CWGFX | TNBAX | CWGFX / TNBAX | |
| Total Expense Ratio | 0.80 | 1.10 | 73% |
| Annual Report Gross Expense Ratio | 0.80 | 1.37 | 58% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 14.969 | 9.390 | 159% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 237M | 57,806% |
| Annual Yield % from dividends | 1.42 | 0.89 | 160% |
| Returns for 1 year | 13.72 | 12.52 | 110% |
| Returns for 3 years | 50.80 | 45.93 | 111% |
| Returns for 5 years | 50.98 | 58.61 | 87% |
| Returns for 10 years | 62.85 | 115.49 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers