Interact to see
Advertisement
Advertisement
FWCGX vs TNBIX
FWCGX vs TNBIX Comparison
Open Charts FWCGX vs TNBIX
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
1290 SmartBeta Equity I
Price$20.16
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets231.79M
FWCGX vs TNBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. TNBIX (232M). FWCGX pays higher dividends than TNBIX: FWCGX (1.73) vs TNBIX (1.11). 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 : 10.60 vs. FWCGX (9.68).
| 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 | 13.732 | 8.470 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 232M | 58,621% |
| Annual Yield % from dividends | 1.73 | 1.11 | 156% |
| Returns for 1 year | 9.68 | 10.60 | 91% |
| Returns for 3 years | 53.08 | 47.72 | 111% |
| Returns for 5 years | N/A | 64.07 | - |
| Returns for 10 years | N/A | 122.02 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers