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FWCGX vs TNBRX
FWCGX vs TNBRX Comparison
Open Charts FWCGX vs TNBRX
American Funds Capital World Gr&Inc529F3
Price$75.40
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
1290 SmartBeta Equity R
Price$20.61
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets260.43M
FWCGX vs TNBRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 141B vs. TNBRX (260M). FWCGX pays higher dividends than TNBRX: FWCGX (1.64) vs TNBRX (0.64). FWCGX was incepted earlier than TNBRX: FWCGX (5 years) vs TNBRX (11 years). TNBRX (1.62) is less costly to investors than FWCGX (0.47). TNBRX is a more actively managed with annual turnover of: 32.00 vs. FWCGX (27.00). TNBRX has a lower initial minimum investment than FWCGX: TNBRX (0) vs FWCGX (250). FWCGX annual gain was more profitable for investors over the last year : 11.11 vs. TNBRX (5.04).
| FWCGX | TNBRX | FWCGX / TNBRX | |
| Total Expense Ratio | 0.47 | 1.35 | 35% |
| Annual Report Gross Expense Ratio | 0.47 | 1.62 | 29% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 20.233 | 10.908 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 260M | 54,231% |
| Annual Yield % from dividends | 1.64 | 0.64 | 256% |
| Returns for 1 year | 11.11 | 5.04 | 220% |
| Returns for 3 years | 69.51 | 54.97 | 126% |
| Returns for 5 years | N/A | 49.81 | - |
| Returns for 10 years | N/A | 118.01 | - |
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