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FWCGX vs TNBAX
FWCGX vs TNBAX Comparison
Open Charts FWCGX vs TNBAX
American Funds Capital World Gr&Inc529F3
Price$75.00
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
1290 SmartBeta Equity A
Price$20.54
Change-$0.24 (-1.15%)
VolumeN/A
Net Assets280.63M
FWCGX vs TNBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 142B vs. TNBAX (281M). FWCGX pays higher dividends than TNBAX: FWCGX (1.70) vs TNBAX (0.58). 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: 33.00 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 : 16.59 vs. TNBAX (9.13). TNBAX return over 5 years is better than : 42.36 vs. FWCGX (35.43).
| 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 | 4.969 | 1.865 | 266% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 281M | 50,534% |
| Annual Yield % from dividends | 1.70 | 0.58 | 293% |
| Returns for 1 year | 16.59 | 9.13 | 182% |
| Returns for 3 years | 44.50 | 39.20 | 114% |
| Returns for 5 years | 35.43 | 42.36 | 84% |
| Returns for 10 years | N/A | 139.19 | - |
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