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FCWGX vs TNBIX
FCWGX vs TNBIX Comparison
Open Charts FCWGX vs TNBIX
American Funds Capital World Gr&Inc529F2
Price$69.10
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
1290 SmartBeta Equity I
Price$19.77
Change+$0.11 (+0.56%)
VolumeN/A
Net Assets223.01M
FCWGX vs TNBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. TNBIX (223M). FCWGX pays higher dividends than TNBIX: FCWGX (1.75) vs TNBIX (1.13). FCWGX was incepted earlier than TNBIX: FCWGX (5 years) vs TNBIX (11 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 : 9.58 vs. FCWGX (6.63).
| FCWGX | TNBIX | FCWGX / TNBIX | |
| Total Expense Ratio | 0.52 | 0.85 | 61% |
| Annual Report Gross Expense Ratio | 0.52 | 1.12 | 46% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 9.146 | 5.784 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 223M | 58,744% |
| Annual Yield % from dividends | 1.75 | 1.13 | 155% |
| Returns for 1 year | 6.63 | 9.58 | 69% |
| Returns for 3 years | 32.24 | 35.12 | 92% |
| Returns for 5 years | N/A | 55.43 | - |
| Returns for 10 years | N/A | 115.24 | - |
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