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CWGFX vs TNBAX
CWGFX vs TNBAX Comparison
Open Charts CWGFX vs TNBAX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
1290 SmartBeta Equity A
Price$20.47
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets239.36M
CWGFX vs TNBAX Comparison Chart in %
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CWGFX vs. TNBAX commentary
Aug 18, 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 (239M). 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 : 11.40 vs. TNBAX (10.07). TNBAX return over 5 years is better than : 54.61 vs. CWGFX (47.31).
| 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 | 15.446 | 10.307 | 150% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 239M | 57,322% |
| Annual Yield % from dividends | 1.42 | 0.89 | 160% |
| Returns for 1 year | 11.40 | 10.07 | 113% |
| Returns for 3 years | 41.09 | 37.02 | 111% |
| Returns for 5 years | 47.31 | 54.61 | 87% |
| Returns for 10 years | 64.09 | 115.82 | 55% |
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