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CWGFX vs TNBAX
CWGFX vs TNBAX Comparison
Open Charts CWGFX vs TNBAX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
1290 SmartBeta Equity A
Price$19.54
Change-$0.21 (-1.06%)
VolumeN/A
Net Assets222.76M
CWGFX vs TNBAX Comparison Chart
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CWGFX vs. TNBAX commentary
Jun 16, 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: 131B vs. TNBAX (223M). CWGFX pays higher dividends than TNBAX: CWGFX (1.49) vs TNBAX (0.90). 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). TNBAX annual gain was more profitable for investors over the last year : 8.52 vs. CWGFX (6.27). TNBAX return over 5 years is better than : 60.86 vs. CWGFX (51.55).
| 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 | 8.990 | 5.300 | 170% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 223M | 58,744% |
| Annual Yield % from dividends | 1.49 | 0.90 | 164% |
| Returns for 1 year | 6.27 | 8.52 | 74% |
| Returns for 3 years | 43.82 | 46.64 | 94% |
| Returns for 5 years | 51.55 | 60.86 | 85% |
| Returns for 10 years | 51.77 | 108.24 | 48% |
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