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CWGFX vs TNBRX
CWGFX vs TNBRX Comparison
Open Charts CWGFX vs TNBRX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets132.46B
1290 SmartBeta Equity R
Price$19.48
Change-$0.22 (-1.12%)
VolumeN/A
Net Assets224.99M
CWGFX vs TNBRX Comparison Chart
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CWGFX vs. TNBRX commentary
Jun 14, 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 TNBRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 132B vs. TNBRX (225M). CWGFX pays higher dividends than TNBRX: CWGFX (1.49) vs TNBRX (0.68). CWGFX was incepted earlier than TNBRX: CWGFX (24 years) vs TNBRX (11 years). TNBRX (1.62) is less costly to investors than CWGFX (0.80). TNBRX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). TNBRX has a lower initial minimum investment than CWGFX: TNBRX (0) vs CWGFX (250). TNBRX annual gain was more profitable for investors over the last year : 8.25 vs. CWGFX (6.27). TNBRX return over 5 years is better than : 58.83 vs. CWGFX (51.55).
| CWGFX | TNBRX | CWGFX / TNBRX | |
| Total Expense Ratio | 0.80 | 1.35 | 59% |
| Annual Report Gross Expense Ratio | 0.80 | 1.62 | 49% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 8.990 | 5.183 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 225M | 58,667% |
| Annual Yield % from dividends | 1.49 | 0.68 | 219% |
| Returns for 1 year | 6.27 | 8.25 | 76% |
| Returns for 3 years | 43.82 | 45.53 | 96% |
| Returns for 5 years | 51.55 | 58.83 | 88% |
| Returns for 10 years | 51.77 | 103.51 | 50% |
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