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FWCGX vs TNBIX
FWCGX vs TNBIX Comparison
Open Charts FWCGX vs TNBIX
American Funds Capital World Gr&Inc529F3
Price$68.68
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
1290 SmartBeta Equity I
Price$19.59
Change-$0.22 (-1.11%)
VolumeN/A
Net Assets222.76M
FWCGX vs TNBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. TNBIX (223M). FWCGX pays higher dividends than TNBIX: FWCGX (1.81) vs TNBIX (1.13). FWCGX was incepted earlier than TNBIX: FWCGX (5 years) vs TNBIX (11 years). TNBIX (1.12) is less costly to investors than FWCGX (0.47). TNBIX is a more actively managed with annual turnover of: 32.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than TNBIX: FWCGX (250) vs TNBIX (1000000). TNBIX annual gain was more profitable for investors over the last year : 8.80 vs. FWCGX (6.64).
| FWCGX | TNBIX | FWCGX / TNBIX | |
| Total Expense Ratio | 0.47 | 0.85 | 55% |
| Annual Report Gross Expense Ratio | 0.47 | 1.12 | 42% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 9.155 | 5.419 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 223M | 58,744% |
| Annual Yield % from dividends | 1.81 | 1.13 | 160% |
| Returns for 1 year | 6.64 | 8.80 | 75% |
| Returns for 3 years | 46.75 | 47.74 | 98% |
| Returns for 5 years | N/A | 62.89 | - |
| Returns for 10 years | N/A | 113.03 | - |
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