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FCWGX vs TNBAX
FCWGX vs TNBAX Comparison
Open Charts FCWGX vs TNBAX
American Funds Capital World Gr&Inc529F2
Price$69.10
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
1290 SmartBeta Equity A
Price$19.71
Change+$0.10 (+0.51%)
VolumeN/A
Net Assets223.01M
FCWGX vs TNBAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. TNBAX (223M). FCWGX pays higher dividends than TNBAX: FCWGX (1.75) vs TNBAX (0.90). 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). TNBAX annual gain was more profitable for investors over the last year : 9.31 vs. FCWGX (6.63).
| 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 | 9.146 | 5.671 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 223M | 58,744% |
| Annual Yield % from dividends | 1.75 | 0.90 | 194% |
| Returns for 1 year | 6.63 | 9.31 | 71% |
| Returns for 3 years | 32.24 | 34.11 | 95% |
| Returns for 5 years | N/A | 53.49 | - |
| Returns for 10 years | N/A | 110.42 | - |