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FCWGX vs TNBAX
FCWGX vs TNBAX Comparison
Open Charts FCWGX vs TNBAX
American Funds Capital World Gr&Inc529F2
Price$63.12
Change+$1.00 (+1.61%)
VolumeN/A
Net Assets119.48B
1290 SmartBeta Equity A
Price$18.49
Change+$0.18 (+0.98%)
VolumeN/A
Net Assets212.38M
FCWGX vs TNBAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 119B vs. TNBAX (212M). FCWGX pays higher dividends than TNBAX: FCWGX (1.87) vs TNBAX (0.95). FCWGX was incepted earlier than TNBAX: FCWGX (4 years) vs TNBAX (10 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). TNBAX annual gain was more profitable for investors over the last year : 7.17 vs. FCWGX (1.70).
| FCWGX | TNBAX | FCWGX / TNBAX | |
| Total Expense Ratio | 0.52 | 1.10 | 47% |
| Annual Report Gross Expense Ratio | 0.52 | 1.37 | 38% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | -0.300 | -1.289 | 23% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 212M | 56,132% |
| Annual Yield % from dividends | 1.87 | 0.95 | 198% |
| Returns for 1 year | 1.70 | 7.17 | 24% |
| Returns for 3 years | 21.49 | 21.76 | 99% |
| Returns for 5 years | N/A | 61.96 | - |
| Returns for 10 years | N/A | 91.28 | - |