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FCWGX vs TNBRX
FCWGX vs TNBRX Comparison
Open Charts FCWGX vs TNBRX
American Funds Capital World Gr&Inc529F2
Price$77.37
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets142.32B
1290 SmartBeta Equity R
Price$20.84
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets268.43M
FCWGX vs TNBRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 142B vs. TNBRX (268M). 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 : 12.92 vs. TNBRX (4.90). FCWGX (46.38) and TNBRX (46.15) have equivalent 5 years return.
| 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 | 22.300 | 12.460 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 268M | 52,985% |
| Annual Yield % from dividends | 1.55 | 0.64 | 244% |
| Returns for 1 year | 12.92 | 4.90 | 264% |
| Returns for 3 years | 51.62 | 40.76 | 127% |
| Returns for 5 years | 46.38 | 46.15 | 101% |
| Returns for 10 years | N/A | 117.59 | - |
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