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FWCGX vs TNBIX
FWCGX vs TNBIX Comparison
Open Charts FWCGX vs TNBIX
American Funds Capital World Gr&Inc529F3
Price$75.00
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
1290 SmartBeta Equity I
Price$20.58
Change-$0.27 (-1.29%)
VolumeN/A
Net Assets280.63M
FWCGX vs TNBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 142B vs. TNBIX (281M). FWCGX pays higher dividends than TNBIX: FWCGX (1.70) vs TNBIX (0.81). 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: 33.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than TNBIX: FWCGX (250) vs TNBIX (1000000). FWCGX annual gain was more profitable for investors over the last year : 16.59 vs. TNBIX (9.41). TNBIX return over 5 years is better than : 44.16 vs. FWCGX (35.43).
| 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 | 4.969 | 1.889 | 263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 281M | 50,534% |
| Annual Yield % from dividends | 1.70 | 0.81 | 210% |
| Returns for 1 year | 16.59 | 9.41 | 176% |
| Returns for 3 years | 44.50 | 40.26 | 111% |
| Returns for 5 years | 35.43 | 44.16 | 80% |
| Returns for 10 years | N/A | 145.34 | - |
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