Interact to see
Advertisement
Advertisement
CWGFX vs TNBRX
CWGFX vs TNBRX Comparison
Open Charts CWGFX vs TNBRX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
1290 SmartBeta Equity R
Price$20.54
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets242.14M
CWGFX vs TNBRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. TNBRX 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 TNBRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 138B vs. TNBRX (242M). CWGFX pays higher dividends than TNBRX: CWGFX (1.39) vs TNBRX (0.65). CWGFX was incepted earlier than TNBRX: CWGFX (25 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). CWGFX annual gain was more profitable for investors over the last year : 13.11 vs. TNBRX (9.16). TNBRX return over 5 years is better than : 52.63 vs. CWGFX (46.91).
| CWGFX | TNBRX | CWGFX / TNBRX | |
| Total Expense Ratio | 0.80 | 1.35 | 59% |
| Annual Report Gross Expense Ratio | 0.80 | 1.62 | 49% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 16.146 | 10.708 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 242M | 57,025% |
| Annual Yield % from dividends | 1.39 | 0.65 | 214% |
| Returns for 1 year | 13.11 | 9.16 | 143% |
| Returns for 3 years | 53.92 | 48.61 | 111% |
| Returns for 5 years | 46.91 | 52.63 | 89% |
| Returns for 10 years | 75.40 | 125.93 | 60% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers