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FCWGX vs TNBIX
FCWGX vs TNBIX Comparison
Open Charts FCWGX vs TNBIX
American Funds Capital World Gr&Inc529F2
Price$78.43
Change+$0.21 (+0.27%)
VolumeN/A
Net Assets142.32B
1290 SmartBeta Equity I
Price$21.16
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets268.62M
FCWGX vs TNBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 142B vs. TNBIX (269M). FCWGX pays higher dividends than TNBIX: FCWGX (1.55) vs TNBIX (1.05). 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 : 14.45 vs. TNBIX (6.37). TNBIX (51.13) and FCWGX (49.07) 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 | 24.977 | 13.840 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 269M | 52,788% |
| Annual Yield % from dividends | 1.55 | 1.05 | 148% |
| Returns for 1 year | 14.45 | 6.37 | 227% |
| Returns for 3 years | 56.95 | 46.16 | 123% |
| Returns for 5 years | 49.07 | 51.13 | 96% |
| Returns for 10 years | N/A | 136.52 | - |
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