Interact to see
Advertisement
Advertisement
FWGIX vs TNBAX
FWGIX vs TNBAX Comparison
Open Charts FWGIX vs TNBAX
American Funds Capital World Gr&Inc F3
Price$74.12
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
1290 SmartBeta Equity A
Price$20.35
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets276.6M
FWGIX vs TNBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. TNBAX commentary
Jan 15, 2026
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: 142B vs. TNBAX (277M). FWGIX pays higher dividends than TNBAX: FWGIX (1.82) vs TNBAX (0.59). 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 : 19.31 vs. TNBAX (11.32). TNBAX return over 5 years is better than : 42.39 vs. FWGIX (33.24).
| 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 | 3.737 | 0.945 | 396% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 277M | 51,264% |
| Annual Yield % from dividends | 1.82 | 0.59 | 309% |
| Returns for 1 year | 19.31 | 11.32 | 171% |
| Returns for 3 years | 45.05 | 39.54 | 114% |
| Returns for 5 years | 33.24 | 42.39 | 78% |
| Returns for 10 years | N/A | 141.13 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement