Ad is loading...
CWGCX vs TNBAX
CWGCX vs TNBAX Comparison
Open Charts CWGCX vs TNBAX
American Funds Capital World Gr&Inc C
Price$65.19
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
1290 SmartBeta Equity A
Price$19.03
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets221.68M
CWGCX vs TNBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. TNBAX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 129B vs. TNBAX (222M). 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 : 14.11 vs. CWGCX (10.99). TNBAX return over 5 years is better than : 41.92 vs. CWGCX (28.55).
| 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 | 3.905 | 2.247 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 222M | 58,108% |
| Annual Yield % from dividends | 1.04 | 1.14 | 92% |
| Returns for 1 year | 10.99 | 14.11 | 78% |
| Returns for 3 years | 12.11 | 22.30 | 54% |
| Returns for 5 years | 28.55 | 41.92 | 68% |
| Returns for 10 years | 44.87 | 105.22 | 43% |