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FCWGX vs TNBRX
FCWGX vs TNBRX Comparison
Open Charts FCWGX vs TNBRX
American Funds Capital World Gr&Inc529F2
Price$76.21
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
1290 SmartBeta Equity R
Price$20.72
Change-$0.19 (-0.91%)
VolumeN/A
Net Assets268.25M
FCWGX vs TNBRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 144B vs. TNBRX (268M). FCWGX pays higher dividends than TNBRX: FCWGX (1.56) 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 : 15.32 vs. TNBRX (6.46). FCWGX return over 5 years is better than : 53.05 vs. TNBRX (48.31).
| 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 | 23.670 | 12.895 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 268M | 53,731% |
| Annual Yield % from dividends | 1.56 | 0.64 | 243% |
| Returns for 1 year | 15.32 | 6.46 | 237% |
| Returns for 3 years | 58.35 | 45.44 | 128% |
| Returns for 5 years | 53.05 | 48.31 | 110% |
| Returns for 10 years | N/A | 125.05 | - |
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