Interact to see
Advertisement
Advertisement
FWGIX vs TNBRX
FWGIX vs TNBRX Comparison
Open Charts FWGIX vs TNBRX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets132.46B
1290 SmartBeta Equity R
Price$19.48
Change-$0.22 (-1.12%)
VolumeN/A
Net Assets224.99M
FWGIX vs TNBRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. TNBRX commentary
Jun 14, 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 TNBRX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 132B vs. TNBRX (225M). FWGIX pays higher dividends than TNBRX: FWGIX (1.85) vs TNBRX (0.68). FWGIX was incepted earlier than TNBRX: FWGIX (8 years) vs TNBRX (11 years). TNBRX (1.62) is less costly to investors than FWGIX (0.41). TNBRX is a more actively managed with annual turnover of: 32.00 vs. FWGIX (27.00). TNBRX has a lower initial minimum investment than FWGIX: TNBRX (0) vs FWGIX (1000000). TNBRX annual gain was more profitable for investors over the last year : 8.25 vs. FWGIX (6.71). TNBRX return over 5 years is better than : 58.83 vs. FWGIX (53.53).
| FWGIX | TNBRX | FWGIX / TNBRX | |
| Total Expense Ratio | 0.41 | 1.35 | 30% |
| Annual Report Gross Expense Ratio | 0.41 | 1.62 | 25% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 9.196 | 5.183 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 225M | 58,667% |
| Annual Yield % from dividends | 1.85 | 0.68 | 272% |
| Returns for 1 year | 6.71 | 8.25 | 81% |
| Returns for 3 years | 45.29 | 45.53 | 99% |
| Returns for 5 years | 53.53 | 58.83 | 91% |
| Returns for 10 years | N/A | 103.51 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement