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CWGCX vs TNBAX
CWGCX vs TNBAX Comparison
Open Charts CWGCX vs TNBAX
American Funds Capital World Gr&Inc C
Price$57.22
Change-$3.68 (-6.04%)
VolumeN/A
Net Assets118.88B
1290 SmartBeta Equity A
Price$18.39
Change-$0.41 (-2.18%)
VolumeN/A
Net Assets220.07M
CWGCX vs TNBAX Comparison Chart
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CWGCX vs. TNBAX commentary
Apr 05, 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: 119B vs. TNBAX (220M). TNBAX (0.95) and CWGCX (0.93) have matching dividends . CWGCX was incepted earlier than TNBAX: CWGCX (24 years) vs TNBAX (10 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). TNBAX annual gain was more profitable for investors over the last year : 7.75 vs. CWGCX (-0.53). TNBAX return over 5 years is better than : 83.17 vs. CWGCX (64.18).
| CWGCX | TNBAX | CWGCX / TNBAX | |
| Total Expense Ratio | 1.49 | 1.10 | 135% |
| Annual Report Gross Expense Ratio | 1.49 | 1.37 | 109% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 0.700 | 1.325 | 53% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 220M | 54,091% |
| Annual Yield % from dividends | 0.93 | 0.95 | 98% |
| Returns for 1 year | -0.53 | 7.75 | -7% |
| Returns for 3 years | 9.63 | 19.63 | 49% |
| Returns for 5 years | 64.18 | 83.17 | 77% |
| Returns for 10 years | 37.61 | 99.40 | 38% |
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