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FWGIX vs TNBRX
FWGIX vs TNBRX Comparison
Open Charts FWGIX vs TNBRX
American Funds Capital World Gr&Inc F3
Price$77.36
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets142.32B
1290 SmartBeta Equity R
Price$20.84
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets268.43M
FWGIX vs TNBRX Comparison Chart in %
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FWGIX vs. TNBRX commentary
Dec 04, 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 StrongBuy and TNBRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 142B vs. TNBRX (268M). FWGIX pays higher dividends than TNBRX: FWGIX (1.64) vs TNBRX (0.64). FWGIX was incepted earlier than TNBRX: FWGIX (9 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). FWGIX annual gain was more profitable for investors over the last year : 13.02 vs. TNBRX (4.90). TNBRX return over 5 years is better than : 46.15 vs. FWGIX (43.24).
| FWGIX | TNBRX | FWGIX / TNBRX | |
| Total Expense Ratio | 0.41 | 1.35 | 30% |
| Annual Report Gross Expense Ratio | 0.41 | 1.62 | 25% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 22.415 | 12.460 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 268M | 52,985% |
| Annual Yield % from dividends | 1.64 | 0.64 | 258% |
| Returns for 1 year | 13.02 | 4.90 | 266% |
| Returns for 3 years | 50.97 | 40.76 | 125% |
| Returns for 5 years | 43.24 | 46.15 | 94% |
| Returns for 10 years | N/A | 117.59 | - |
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