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FCWGX vs TNBAX
FCWGX vs TNBAX Comparison
Open Charts FCWGX vs TNBAX
American Funds Capital World Gr&Inc529F2
Price$76.21
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
1290 SmartBeta Equity A
Price$20.99
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets267.62M
FCWGX vs TNBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 144B vs. TNBAX (268M). FCWGX pays higher dividends than TNBAX: FCWGX (1.56) vs TNBAX (0.85). 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 : 15.32 vs. TNBAX (6.73). FCWGX return over 5 years is better than : 53.05 vs. TNBAX (50.20).
| 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 | 23.670 | 13.139 | 180% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 268M | 53,731% |
| Annual Yield % from dividends | 1.56 | 0.85 | 183% |
| Returns for 1 year | 15.32 | 6.73 | 228% |
| Returns for 3 years | 58.35 | 46.56 | 125% |
| Returns for 5 years | 53.05 | 50.20 | 106% |
| Returns for 10 years | N/A | 130.28 | - |
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