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FCWGX vs TNBRX
FCWGX vs TNBRX Comparison
Open Charts FCWGX vs TNBRX
American Funds Capital World Gr&Inc529F2
Price$72.93
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets136.06B
1290 SmartBeta Equity R
Price$20.54
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets240.42M
FCWGX vs TNBRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 136B vs. TNBRX (240M). FCWGX pays higher dividends than TNBRX: FCWGX (1.64) vs TNBRX (0.65). FCWGX was incepted earlier than TNBRX: FCWGX (5 years) vs TNBRX (11 years). TNBRX (1.62) is less costly to investors than FCWGX (0.52). TNBRX is a more actively managed with annual turnover of: 32.00 vs. FCWGX (27.00). TNBRX has a lower initial minimum investment than FCWGX: TNBRX (0) vs FCWGX (250). FCWGX annual gain was more profitable for investors over the last year : 12.47 vs. TNBRX (8.26).
| FCWGX | TNBRX | FCWGX / TNBRX | |
| Total Expense Ratio | 0.52 | 1.35 | 39% |
| Annual Report Gross Expense Ratio | 0.52 | 1.62 | 32% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 15.841 | 10.107 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 240M | 56,667% |
| Annual Yield % from dividends | 1.64 | 0.65 | 252% |
| Returns for 1 year | 12.47 | 8.26 | 151% |
| Returns for 3 years | 55.57 | 47.20 | 118% |
| Returns for 5 years | N/A | 51.80 | - |
| Returns for 10 years | N/A | 129.93 | - |
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