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FWCGX vs TNBAX
FWCGX vs TNBAX Comparison
Open Charts FWCGX vs TNBAX
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
1290 SmartBeta Equity A
Price$20.10
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets231.79M
FWCGX vs TNBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. TNBAX (232M). FWCGX pays higher dividends than TNBAX: FWCGX (1.73) vs TNBAX (0.89). 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 : 10.32 vs. FWCGX (9.68).
| 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 | 13.732 | 8.333 | 165% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 232M | 58,621% |
| Annual Yield % from dividends | 1.73 | 0.89 | 195% |
| Returns for 1 year | 9.68 | 10.32 | 94% |
| Returns for 3 years | 53.08 | 46.61 | 114% |
| Returns for 5 years | N/A | 62.03 | - |
| Returns for 10 years | N/A | 117.00 | - |
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