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FCWGX vs TNBRX
FCWGX vs TNBRX Comparison
Open Charts FCWGX vs TNBRX
American Funds Capital World Gr&Inc529F2
Price$60.88
Change-$0.71 (-1.15%)
VolumeN/A
Net Assets118.57B
1290 SmartBeta Equity R
Price$18.06
Change-$0.22 (-1.20%)
VolumeN/A
Net Assets212.52M
FCWGX vs TNBRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 119B vs. TNBRX (213M). FCWGX pays higher dividends than TNBRX: FCWGX (1.87) vs TNBRX (0.71). FCWGX was incepted earlier than TNBRX: FCWGX (4 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 : 8.03 vs. FCWGX (-1.13).
| FCWGX | TNBRX | FCWGX / TNBRX | |
| Total Expense Ratio | 0.52 | 1.35 | 39% |
| Annual Report Gross Expense Ratio | 0.52 | 1.62 | 32% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | -3.838 | -1.316 | 292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 213M | 55,869% |
| Annual Yield % from dividends | 1.87 | 0.71 | 263% |
| Returns for 1 year | -1.13 | 8.03 | -14% |
| Returns for 3 years | 13.10 | 18.73 | 70% |
| Returns for 5 years | N/A | 56.94 | - |
| Returns for 10 years | N/A | 89.82 | - |