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$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
1290 SmartBeta Equity A
Price$20.10
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets231.79M
FWGIX vs TNBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. TNBAX commentary
Jul 06, 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: 136B vs. TNBAX (232M). FWGIX pays higher dividends than TNBAX: FWGIX (1.77) vs TNBAX (0.89). FWGIX was incepted earlier than TNBAX: FWGIX (8 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). TNBAX annual gain was more profitable for investors over the last year : 10.32 vs. FWGIX (9.74). TNBAX return over 5 years is better than : 62.03 vs. FWGIX (54.88).
| FWGIX | TNBAX | FWGIX / TNBAX | |
| Total Expense Ratio | 0.41 | 1.10 | 37% |
| Annual Report Gross Expense Ratio | 0.41 | 1.37 | 30% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 13.775 | 8.333 | 165% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 232M | 58,621% |
| Annual Yield % from dividends | 1.77 | 0.89 | 199% |
| Returns for 1 year | 9.74 | 10.32 | 94% |
| Returns for 3 years | 51.57 | 46.61 | 111% |
| Returns for 5 years | 54.88 | 62.03 | 88% |
| Returns for 10 years | N/A | 117.00 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement