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FCWGX vs TNBIX
FCWGX vs TNBIX Comparison
Open Charts FCWGX vs TNBIX
American Funds Capital World Gr&Inc529F2
Price$63.12
Change+$1.00 (+1.61%)
VolumeN/A
Net Assets119.48B
1290 SmartBeta Equity I
Price$18.54
Change+$0.18 (+0.98%)
VolumeN/A
Net Assets212.38M
FCWGX vs TNBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 119B vs. TNBIX (212M). FCWGX pays higher dividends than TNBIX: FCWGX (1.87) vs TNBIX (1.18). FCWGX was incepted earlier than TNBIX: FCWGX (4 years) vs TNBIX (10 years). TNBIX (1.12) is less costly to investors than FCWGX (0.52). TNBIX is a more actively managed with annual turnover of: 32.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than TNBIX: FCWGX (250) vs TNBIX (1000000). TNBIX annual gain was more profitable for investors over the last year : 7.44 vs. FCWGX (-1.22).
| FCWGX | TNBIX | FCWGX / TNBIX | |
| Total Expense Ratio | 0.52 | 0.85 | 61% |
| Annual Report Gross Expense Ratio | 0.52 | 1.12 | 46% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | -3.175 | -1.212 | 262% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 212M | 56,132% |
| Annual Yield % from dividends | 1.87 | 1.18 | 158% |
| Returns for 1 year | -1.22 | 7.44 | -16% |
| Returns for 3 years | 17.63 | 22.68 | 78% |
| Returns for 5 years | N/A | 64.01 | - |
| Returns for 10 years | N/A | 95.80 | - |
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