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FCWGX vs TNBAX
FCWGX vs TNBAX Comparison
Open Charts FCWGX vs TNBAX
American Funds Capital World Gr&Inc529F2
Price$72.50
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
1290 SmartBeta Equity A
Price$20.30
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets236.68M
FCWGX vs TNBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 137B vs. TNBAX (237M). FCWGX pays higher dividends than TNBAX: FCWGX (1.68) vs TNBAX (0.89). 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 : 14.07 vs. TNBAX (12.52).
| 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 | 15.158 | 9.390 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 237M | 57,806% |
| Annual Yield % from dividends | 1.68 | 0.89 | 189% |
| Returns for 1 year | 14.07 | 12.52 | 112% |
| Returns for 3 years | 53.70 | 45.93 | 117% |
| Returns for 5 years | N/A | 58.61 | - |
| Returns for 10 years | N/A | 115.49 | - |
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