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CWGCX vs TNBIX
CWGCX vs TNBIX Comparison
Open Charts CWGCX vs TNBIX
American Funds Capital World Gr&Inc C
Price$63.10
Change+$0.23 (+0.37%)
VolumeN/A
Net Assets122.78B
1290 SmartBeta Equity I
Price$18.84
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets219.31M
CWGCX vs TNBIX Comparison Chart
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CWGCX vs. TNBIX commentary
Apr 03, 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 TNBIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. TNBIX (219M). TNBIX pays higher dividends than CWGCX: TNBIX (1.18) vs CWGCX (0.93). CWGCX was incepted earlier than TNBIX: CWGCX (24 years) vs TNBIX (10 years). CWGCX (1.49) is less costly to investors than TNBIX (1.12). TNBIX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than TNBIX: CWGCX (250) vs TNBIX (1000000). TNBIX annual gain was more profitable for investors over the last year : 7.72 vs. CWGCX (0.08). TNBIX return over 5 years is better than : 84.83 vs. CWGCX (64.18).
| CWGCX | TNBIX | CWGCX / TNBIX | |
| Total Expense Ratio | 1.49 | 0.85 | 175% |
| Annual Report Gross Expense Ratio | 1.49 | 1.12 | 133% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 0.700 | 1.029 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 219M | 56,164% |
| Annual Yield % from dividends | 0.93 | 1.18 | 78% |
| Returns for 1 year | 0.08 | 7.72 | 1% |
| Returns for 3 years | 10.58 | 20.50 | 52% |
| Returns for 5 years | 64.18 | 84.83 | 76% |
| Returns for 10 years | 38.58 | 104.36 | 37% |