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FWGIX vs TNBRX
FWGIX vs TNBRX Comparison
Open Charts FWGIX vs TNBRX
American Funds Capital World Gr&Inc F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
1290 SmartBeta Equity R
Price$20.23
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets236.68M
FWGIX vs TNBRX Comparison Chart in %
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FWGIX vs. TNBRX commentary
Jul 28, 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: 137B vs. TNBRX (237M). FWGIX pays higher dividends than TNBRX: FWGIX (1.77) vs TNBRX (0.67). 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 : 14.19 vs. TNBRX (12.23). TNBRX return over 5 years is better than : 56.60 vs. FWGIX (53.11).
| 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 | 15.237 | 9.237 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 237M | 57,806% |
| Annual Yield % from dividends | 1.77 | 0.67 | 265% |
| Returns for 1 year | 14.19 | 12.23 | 116% |
| Returns for 3 years | 52.35 | 44.83 | 117% |
| Returns for 5 years | 53.11 | 56.60 | 94% |
| Returns for 10 years | N/A | 110.53 | - |
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