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FWCGX vs TNBAX
FWCGX vs TNBAX Comparison
Open Charts FWCGX vs TNBAX
American Funds Capital World Gr&Inc529F3
Price$75.40
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
1290 SmartBeta Equity A
Price$20.68
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets260.43M
FWCGX vs TNBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 141B vs. TNBAX (260M). FWCGX pays higher dividends than TNBAX: FWCGX (1.64) vs TNBAX (0.85). 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). FWCGX annual gain was more profitable for investors over the last year : 11.11 vs. TNBAX (5.31).
| 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 | 20.233 | 11.126 | 182% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 260M | 54,231% |
| Annual Yield % from dividends | 1.64 | 0.85 | 193% |
| Returns for 1 year | 11.11 | 5.31 | 209% |
| Returns for 3 years | 69.51 | 56.15 | 124% |
| Returns for 5 years | N/A | 51.72 | - |
| Returns for 10 years | N/A | 123.04 | - |
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