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FCWGX vs TNBRX
FCWGX vs TNBRX Comparison
Open Charts FCWGX vs TNBRX
American Funds Capital World Gr&Inc529F2
Price$72.50
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
1290 SmartBeta Equity R
Price$20.23
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets236.68M
FCWGX vs TNBRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 137B vs. TNBRX (237M). FCWGX pays higher dividends than TNBRX: FCWGX (1.68) vs TNBRX (0.67). 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 : 14.07 vs. TNBRX (12.23).
| 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 | 15.158 | 9.237 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 237M | 57,806% |
| Annual Yield % from dividends | 1.68 | 0.67 | 251% |
| Returns for 1 year | 14.07 | 12.23 | 115% |
| Returns for 3 years | 53.70 | 44.83 | 120% |
| Returns for 5 years | N/A | 56.60 | - |
| Returns for 10 years | N/A | 110.53 | - |
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