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FCWGX vs TNBAX
FCWGX vs TNBAX Comparison
Open Charts FCWGX vs TNBAX
American Funds Capital World Gr&Inc529F2
Price$70.18
Change-$0.90 (-1.27%)
VolumeN/A
Net Assets132.89B
1290 SmartBeta Equity A
Price$19.85
Change-$0.15 (-0.75%)
VolumeN/A
Net Assets233.62M
FCWGX vs TNBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 133B vs. TNBAX (234M). FCWGX pays higher dividends than TNBAX: FCWGX (1.68) vs TNBAX (0.89). FCWGX was incepted earlier than TNBAX: FCWGX (5 years) vs TNBAX (11 years). TNBAX (1.37) is less costly to investors than FCWGX (0.52). TNBAX is a more actively managed with annual turnover of: 32.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than TNBAX: FCWGX (250) vs TNBAX (1000). FCWGX annual gain was more profitable for investors over the last year : 10.07 vs. TNBAX (9.45).
| FCWGX | TNBAX | FCWGX / TNBAX | |
| Total Expense Ratio | 0.52 | 1.10 | 47% |
| Annual Report Gross Expense Ratio | 0.52 | 1.37 | 38% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 11.473 | 7.807 | 147% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 234M | 56,838% |
| Annual Yield % from dividends | 1.68 | 0.89 | 189% |
| Returns for 1 year | 10.07 | 9.45 | 106% |
| Returns for 3 years | 44.74 | 39.79 | 112% |
| Returns for 5 years | N/A | 55.37 | - |
| Returns for 10 years | N/A | 110.32 | - |
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