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FWGIX vs TNBIX
FWGIX vs TNBIX Comparison
Open Charts FWGIX vs TNBIX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
1290 SmartBeta Equity I
Price$19.59
Change-$0.22 (-1.11%)
VolumeN/A
Net Assets222.76M
FWGIX vs TNBIX Comparison Chart
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FWGIX vs. TNBIX 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 TNBIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. TNBIX (223M). FWGIX pays higher dividends than TNBIX: FWGIX (1.85) vs TNBIX (1.13). FWGIX was incepted earlier than TNBIX: FWGIX (8 years) vs TNBIX (11 years). TNBIX (1.12) is less costly to investors than FWGIX (0.41). TNBIX is a more actively managed with annual turnover of: 32.00 vs. FWGIX (27.00). FWGIX (1000000) and TNBIX (1000000) have matching initial minimum investment requirements. TNBIX annual gain was more profitable for investors over the last year : 8.80 vs. FWGIX (6.71). TNBIX return over 5 years is better than : 62.89 vs. FWGIX (53.53).
| FWGIX | TNBIX | FWGIX / TNBIX | |
| Total Expense Ratio | 0.41 | 0.85 | 48% |
| Annual Report Gross Expense Ratio | 0.41 | 1.12 | 37% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 9.196 | 5.419 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 223M | 58,744% |
| Annual Yield % from dividends | 1.85 | 1.13 | 164% |
| Returns for 1 year | 6.71 | 8.80 | 76% |
| Returns for 3 years | 45.29 | 47.74 | 95% |
| Returns for 5 years | 53.53 | 62.89 | 85% |
| Returns for 10 years | N/A | 113.03 | - |
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