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FWGIX vs TNBAX
FWGIX vs TNBAX Comparison
Open Charts FWGIX vs TNBAX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
1290 SmartBeta Equity A
Price$19.54
Change-$0.21 (-1.06%)
VolumeN/A
Net Assets222.76M
FWGIX vs TNBAX Comparison Chart
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FWGIX vs. TNBAX commentary
Jun 16, 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: 131B vs. TNBAX (223M). FWGIX pays higher dividends than TNBAX: FWGIX (1.85) vs TNBAX (0.90). 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 : 8.52 vs. FWGIX (6.71). TNBAX return over 5 years is better than : 60.86 vs. FWGIX (53.53).
| 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 | 9.196 | 5.300 | 173% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 223M | 58,744% |
| Annual Yield % from dividends | 1.85 | 0.90 | 204% |
| Returns for 1 year | 6.71 | 8.52 | 79% |
| Returns for 3 years | 45.29 | 46.64 | 97% |
| Returns for 5 years | 53.53 | 60.86 | 88% |
| Returns for 10 years | N/A | 108.24 | - |
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