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FWCGX vs TNBRX
FWCGX vs TNBRX Comparison
Open Charts FWCGX vs TNBRX
American Funds Capital World Gr&Inc529F3
Price$75.00
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
1290 SmartBeta Equity R
Price$20.50
Change-$0.21 (-1.01%)
VolumeN/A
Net Assets280.63M
FWCGX vs TNBRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 142B vs. TNBRX (281M). FWCGX pays higher dividends than TNBRX: FWCGX (1.70) vs TNBRX (0.35). 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: 33.00 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 : 16.59 vs. TNBRX (8.85). TNBRX return over 5 years is better than : 40.57 vs. FWCGX (35.43).
| 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 | 4.969 | 1.841 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 281M | 50,534% |
| Annual Yield % from dividends | 1.70 | 0.35 | 487% |
| Returns for 1 year | 16.59 | 8.85 | 187% |
| Returns for 3 years | 44.50 | 38.14 | 117% |
| Returns for 5 years | 35.43 | 40.57 | 87% |
| Returns for 10 years | N/A | 133.14 | - |
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