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FWCGX vs TNBAX
FWCGX vs TNBAX Comparison
Open Charts FWCGX vs TNBAX
American Funds Capital World Gr&Inc529F3
Price$68.68
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
1290 SmartBeta Equity A
Price$19.54
Change-$0.21 (-1.06%)
VolumeN/A
Net Assets222.76M
FWCGX vs TNBAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. TNBAX (223M). FWCGX pays higher dividends than TNBAX: FWCGX (1.81) vs TNBAX (0.90). FWCGX was incepted earlier than TNBAX: FWCGX (5 years) vs TNBAX (11 years). TNBAX (1.37) is less costly to investors than FWCGX (0.47). TNBAX is a more actively managed with annual turnover of: 32.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than TNBAX: FWCGX (250) vs TNBAX (1000). TNBAX annual gain was more profitable for investors over the last year : 8.52 vs. FWCGX (6.64).
| FWCGX | TNBAX | FWCGX / TNBAX | |
| Total Expense Ratio | 0.47 | 1.10 | 43% |
| Annual Report Gross Expense Ratio | 0.47 | 1.37 | 34% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 9.155 | 5.300 | 173% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 223M | 58,744% |
| Annual Yield % from dividends | 1.81 | 0.90 | 200% |
| Returns for 1 year | 6.64 | 8.52 | 78% |
| Returns for 3 years | 46.75 | 46.64 | 100% |
| Returns for 5 years | N/A | 60.86 | - |
| Returns for 10 years | N/A | 108.24 | - |
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