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CWGCX vs TNBAX
CWGCX vs TNBAX Comparison
Open Charts CWGCX vs TNBAX
American Funds Capital World Gr&Inc C
Price$75.13
Change+$0.33 (+0.44%)
VolumeN/A
Net Assets142.48B
1290 SmartBeta Equity A
Price$20.90
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets263.28M
CWGCX vs TNBAX Comparison Chart in %
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CWGCX vs. TNBAX commentary
Oct 07, 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 CWGCX is a Buy and TNBAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. TNBAX (263M). TNBAX pays higher dividends than CWGCX: TNBAX (0.85) vs CWGCX (0.77). CWGCX was incepted earlier than TNBAX: CWGCX (25 years) vs TNBAX (11 years). CWGCX (1.49) is less costly to investors than TNBAX (1.37). TNBAX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than TNBAX: CWGCX (250) vs TNBAX (1000). CWGCX annual gain was more profitable for investors over the last year : 12.18 vs. TNBAX (8.60). TNBAX return over 5 years is better than : 58.40 vs. CWGCX (51.74).
| CWGCX | TNBAX | CWGCX / TNBAX | |
| Total Expense Ratio | 1.49 | 1.10 | 135% |
| Annual Report Gross Expense Ratio | 1.49 | 1.37 | 109% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 20.404 | 12.649 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 263M | 53,992% |
| Annual Yield % from dividends | 0.77 | 0.85 | 90% |
| Returns for 1 year | 12.18 | 8.60 | 142% |
| Returns for 3 years | 60.61 | 55.70 | 109% |
| Returns for 5 years | 51.74 | 58.40 | 89% |
| Returns for 10 years | 77.84 | 130.91 | 59% |
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