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FWGIX vs TNBRX
FWGIX vs TNBRX Comparison
Open Charts FWGIX vs TNBRX
American Funds Capital World Gr&Inc F3
Price$76.19
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
1290 SmartBeta Equity R
Price$20.72
Change-$0.19 (-0.91%)
VolumeN/A
Net Assets268.25M
FWGIX vs TNBRX Comparison Chart in %
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FWGIX vs. TNBRX commentary
Nov 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 StrongBuy and TNBRX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 144B vs. TNBRX (268M). FWGIX pays higher dividends than TNBRX: FWGIX (1.65) 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 : 15.44 vs. TNBRX (6.46). FWGIX (49.80) and TNBRX (48.31) have equivalent 5 years return.
| 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 | 23.787 | 12.895 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 268M | 53,731% |
| Annual Yield % from dividends | 1.65 | 0.64 | 256% |
| Returns for 1 year | 15.44 | 6.46 | 239% |
| Returns for 3 years | 57.71 | 45.44 | 127% |
| Returns for 5 years | 49.80 | 48.31 | 103% |
| Returns for 10 years | N/A | 125.05 | - |
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