Ad is loading...
FCWGX vs TNBRX
FCWGX vs TNBRX Comparison
Open Charts FCWGX vs TNBRX
American Funds Capital World Gr&Inc529F2
Price$65.04
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
1290 SmartBeta Equity R
Price$18.87
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets213.54M
FCWGX vs TNBRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 124B vs. TNBRX (214M). FCWGX pays higher dividends than TNBRX: FCWGX (1.86) vs TNBRX (0.71). FCWGX was incepted earlier than TNBRX: FCWGX (5 years) vs TNBRX (10 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). TNBRX annual gain was more profitable for investors over the last year : 8.35 vs. FCWGX (2.52).
| 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 | 10 years | - |
| Gain YTD | 2.733 | 2.031 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 214M | 57,944% |
| Annual Yield % from dividends | 1.86 | 0.71 | 262% |
| Returns for 1 year | 2.52 | 8.35 | 30% |
| Returns for 3 years | 34.03 | 33.14 | 103% |
| Returns for 5 years | N/A | 61.34 | - |
| Returns for 10 years | N/A | 94.74 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...