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FWGIX vs TNBAX
FWGIX vs TNBAX Comparison
Open Charts FWGIX vs TNBAX
American Funds Capital World Gr&Inc F3
Price$75.40
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
1290 SmartBeta Equity A
Price$20.68
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets260.43M
FWGIX vs TNBAX Comparison Chart in %
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FWGIX vs. TNBAX commentary
Oct 19, 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 Hold and TNBAX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 141B vs. TNBAX (260M). FWGIX pays higher dividends than TNBAX: FWGIX (1.68) vs TNBAX (0.85). 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 : 11.18 vs. TNBAX (5.31). FWGIX (52.74) and TNBAX (51.72) have equivalent 5 years return.
| 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 | 20.293 | 11.126 | 182% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 260M | 54,231% |
| Annual Yield % from dividends | 1.68 | 0.85 | 198% |
| Returns for 1 year | 11.18 | 5.31 | 211% |
| Returns for 3 years | 68.62 | 56.15 | 122% |
| Returns for 5 years | 52.74 | 51.72 | 102% |
| Returns for 10 years | N/A | 123.04 | - |
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