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CWGCX vs TNBAX
CWGCX vs TNBAX Comparison
Open Charts CWGCX vs TNBAX
American Funds Capital World Gr&Inc C
Price$62.89
Change+$0.33 (+0.53%)
VolumeN/A
CapitalizationN/A
1290 SmartBeta Equity A
Price$18.69
Change+$0.12 (+0.65%)
VolumeN/A
CapitalizationN/A
CWGCX vs TNBAX Comparison Chart
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CWGCX vs. TNBAX commentary
Dec 23, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. TNBAX (217M). TNBAX pays higher dividends than CWGCX: TNBAX (1.14) vs CWGCX (1.04). CWGCX was incepted earlier than TNBAX: CWGCX (24 years) vs TNBAX (10 years). TNBAX is a more actively managed with annual turnover of: 34.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than TNBAX: CWGCX (250) vs TNBAX (1000). TNBAX annual gain was more profitable for investors over the last year : 14.76 vs. CWGCX (7.80). TNBAX return over 5 years is better than : 43.19 vs. CWGCX (25.96).
| CWGCX | TNBAX | CWGCX / TNBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 6.856 | 13.718 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 217M | 57,604% |
| Annual Yield % from dividends | 1.04 | 1.14 | 92% |
| Returns for 1 year | 7.80 | 14.76 | 53% |
| Returns for 3 years | 4.68 | 16.11 | 29% |
| Returns for 5 years | 25.96 | 43.19 | 60% |
| Returns for 10 years | 40.94 | 101.75 | 40% |