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CWGCX vs TNBAX
CWGCX vs TNBAX Comparison
Open Charts CWGCX vs TNBAX
American Funds Capital World Gr&Inc C
Price$65.39
Change-$0.87 (-1.31%)
VolumeN/A
Net Assets128.43B
1290 SmartBeta Equity A
Price$19.13
Change-$0.19 (-0.98%)
VolumeN/A
Net Assets223.3M
CWGCX vs TNBAX Comparison Chart
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CWGCX vs. TNBAX commentary
Feb 23, 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 StrongBuy and TNBAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B vs. TNBAX (223M). 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 : 12.28 vs. CWGCX (6.26). TNBAX return over 5 years is better than : 43.91 vs. CWGCX (29.73).
| 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 | 4.224 | 4.144 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 223M | 57,399% |
| Annual Yield % from dividends | 1.04 | 1.14 | 92% |
| Returns for 1 year | 6.26 | 12.28 | 51% |
| Returns for 3 years | 14.81 | 28.37 | 52% |
| Returns for 5 years | 29.73 | 43.91 | 68% |
| Returns for 10 years | 41.32 | 103.37 | 40% |