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CWGCX vs TNBAX
CWGCX vs TNBAX Comparison
Open Charts CWGCX vs TNBAX
American Funds Capital World Gr&Inc C
Price$74.14
Change+$0.36 (+0.49%)
VolumeN/A
Net Assets140.42B
1290 SmartBeta Equity A
Price$20.77
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets244.71M
CWGCX vs TNBAX Comparison Chart in %
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CWGCX vs. TNBAX commentary
Sep 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 140B vs. TNBAX (245M). TNBAX pays higher dividends than CWGCX: TNBAX (0.87) vs CWGCX (0.82). 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 : 12.39 vs. TNBAX (8.21). TNBAX return over 5 years is better than : 55.47 vs. CWGCX (46.00).
| 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 | 18.146 | 11.746 | 154% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 245M | 57,143% |
| Annual Yield % from dividends | 0.82 | 0.87 | 94% |
| Returns for 1 year | 12.39 | 8.21 | 151% |
| Returns for 3 years | 55.21 | 52.27 | 106% |
| Returns for 5 years | 46.00 | 55.47 | 83% |
| Returns for 10 years | 75.54 | 133.56 | 57% |
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