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FCWGX vs TNBIX
FCWGX vs TNBIX Comparison
Open Charts FCWGX vs TNBIX
American Funds Capital World Gr&Inc529F2
Price$76.21
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
1290 SmartBeta Equity I
Price$20.88
Change-$0.19 (-0.90%)
VolumeN/A
Net Assets268.25M
FCWGX vs TNBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 144B vs. TNBIX (268M). FCWGX pays higher dividends than TNBIX: FCWGX (1.56) vs TNBIX (1.06). FCWGX was incepted earlier than TNBIX: FCWGX (5 years) vs TNBIX (11 years). TNBIX (1.12) is less costly to investors than FCWGX (0.52). TNBIX is a more actively managed with annual turnover of: 32.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than TNBIX: FCWGX (250) vs TNBIX (1000000). FCWGX annual gain was more profitable for investors over the last year : 15.32 vs. TNBIX (7.00). FCWGX (53.05) and TNBIX (52.10) have equivalent 5 years return.
| FCWGX | TNBIX | FCWGX / TNBIX | |
| Total Expense Ratio | 0.52 | 0.85 | 61% |
| Annual Report Gross Expense Ratio | 0.52 | 1.12 | 46% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 23.670 | 13.384 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 268M | 53,731% |
| Annual Yield % from dividends | 1.56 | 1.06 | 147% |
| Returns for 1 year | 15.32 | 7.00 | 219% |
| Returns for 3 years | 58.35 | 47.66 | 122% |
| Returns for 5 years | 53.05 | 52.10 | 102% |
| Returns for 10 years | N/A | 135.58 | - |
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