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FCWGX vs TNBAX
FCWGX vs TNBAX Comparison
Open Charts FCWGX vs TNBAX
American Funds Capital World Gr&Inc529F2
Price$76.83
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets143.4B
1290 SmartBeta Equity A
Price$20.92
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets268.43M
FCWGX vs TNBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 143B vs. TNBAX (268M). FCWGX pays higher dividends than TNBAX: FCWGX (1.55) vs TNBAX (0.84). FCWGX was incepted earlier than TNBAX: FCWGX (5 years) vs TNBAX (11 years). TNBAX (1.37) is less costly to investors than FCWGX (0.52). TNBAX is a more actively managed with annual turnover of: 32.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than TNBAX: FCWGX (250) vs TNBAX (1000). FCWGX annual gain was more profitable for investors over the last year : 12.92 vs. TNBAX (5.17). TNBAX (48.00) and FCWGX (46.38) have equivalent 5 years return.
| FCWGX | TNBAX | FCWGX / TNBAX | |
| Total Expense Ratio | 0.52 | 1.10 | 47% |
| Annual Report Gross Expense Ratio | 0.52 | 1.37 | 38% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 22.300 | 12.718 | 175% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 268M | 53,358% |
| Annual Yield % from dividends | 1.55 | 0.84 | 184% |
| Returns for 1 year | 12.92 | 5.17 | 250% |
| Returns for 3 years | 51.62 | 41.84 | 123% |
| Returns for 5 years | 46.38 | 48.00 | 97% |
| Returns for 10 years | N/A | 122.69 | - |
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