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FWCGX vs TNBAX
FWCGX vs TNBAX Comparison
Open Charts FWCGX vs TNBAX
American Funds Capital World Gr&Inc529F3
Price$76.19
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
1290 SmartBeta Equity A
Price$20.80
Change-$0.19 (-0.91%)
VolumeN/A
Net Assets268.25M
FWCGX vs TNBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 144B vs. TNBAX (268M). FWCGX pays higher dividends than TNBAX: FWCGX (1.61) 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 : 15.39 vs. TNBAX (6.73). FWCGX return over 5 years is better than : 53.42 vs. TNBAX (50.20).
| 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 | 23.725 | 13.139 | 181% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 268M | 53,731% |
| Annual Yield % from dividends | 1.61 | 0.85 | 188% |
| Returns for 1 year | 15.39 | 6.73 | 229% |
| Returns for 3 years | 58.55 | 46.56 | 126% |
| Returns for 5 years | 53.42 | 50.20 | 106% |
| Returns for 10 years | N/A | 130.28 | - |
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