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FCWGX vs TNBRX
FCWGX vs TNBRX Comparison
Open Charts FCWGX vs TNBRX
American Funds Capital World Gr&Inc529F2
Price$71.96
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
1290 SmartBeta Equity R
Price$20.30
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets274.44M
FCWGX vs TNBRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 142B vs. TNBRX (274M). FCWGX pays higher dividends than TNBRX: FCWGX (1.55) vs TNBRX (0.64). FCWGX was incepted earlier than TNBRX: FCWGX (5 years) vs TNBRX (11 years). TNBRX (1.62) is less costly to investors than FCWGX (0.52). TNBRX is a more actively managed with annual turnover of: 32.00 vs. FCWGX (27.00). TNBRX has a lower initial minimum investment than FCWGX: TNBRX (0) vs FCWGX (250). FCWGX annual gain was more profitable for investors over the last year : 12.61 vs. TNBRX (7.58). TNBRX return over 5 years is better than : 41.64 vs. FCWGX (35.53).
| FCWGX | TNBRX | FCWGX / TNBRX | |
| Total Expense Ratio | 0.52 | 1.35 | 39% |
| Annual Report Gross Expense Ratio | 0.52 | 1.62 | 32% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 14.667 | 9.579 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 274M | 51,825% |
| Annual Yield % from dividends | 1.55 | 0.64 | 244% |
| Returns for 1 year | 12.61 | 7.58 | 166% |
| Returns for 3 years | 47.24 | 43.17 | 109% |
| Returns for 5 years | 35.53 | 41.64 | 85% |
| Returns for 10 years | N/A | 111.60 | - |
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