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FWGIX vs TNBAX
FWGIX vs TNBAX Comparison
Open Charts FWGIX vs TNBAX
American Funds Capital World Gr&Inc F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
1290 SmartBeta Equity A
Price$20.30
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets236.68M
FWGIX vs TNBAX Comparison Chart in %
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FWGIX vs. TNBAX commentary
Jul 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWGIX is a Buy and TNBAX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. TNBAX (237M). FWGIX pays higher dividends than TNBAX: FWGIX (1.77) vs TNBAX (0.89). FWGIX was incepted earlier than TNBAX: FWGIX (9 years) vs TNBAX (11 years). TNBAX (1.37) is less costly to investors than FWGIX (0.41). TNBAX is a more actively managed with annual turnover of: 32.00 vs. FWGIX (27.00). TNBAX has a lower initial minimum investment than FWGIX: TNBAX (1000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 14.19 vs. TNBAX (12.52). TNBAX return over 5 years is better than : 58.61 vs. FWGIX (53.11).
| FWGIX | TNBAX | FWGIX / TNBAX | |
| Total Expense Ratio | 0.41 | 1.10 | 37% |
| Annual Report Gross Expense Ratio | 0.41 | 1.37 | 30% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 15.237 | 9.390 | 162% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 237M | 57,806% |
| Annual Yield % from dividends | 1.77 | 0.89 | 199% |
| Returns for 1 year | 14.19 | 12.52 | 113% |
| Returns for 3 years | 52.35 | 45.93 | 114% |
| Returns for 5 years | 53.11 | 58.61 | 91% |
| Returns for 10 years | N/A | 115.49 | - |
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