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FCWGX vs TNBRX
FCWGX vs TNBRX Comparison
Open Charts FCWGX vs TNBRX
American Funds Capital World Gr&Inc529F2
Price$69.10
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
1290 SmartBeta Equity R
Price$19.66
Change+$0.11 (+0.56%)
VolumeN/A
Net Assets223.01M
FCWGX vs TNBRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. TNBRX (223M). FCWGX pays higher dividends than TNBRX: FCWGX (1.75) vs TNBRX (0.68). 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). TNBRX annual gain was more profitable for investors over the last year : 9.03 vs. FCWGX (6.63).
| 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 | 9.146 | 5.559 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 223M | 58,744% |
| Annual Yield % from dividends | 1.75 | 0.68 | 258% |
| Returns for 1 year | 6.63 | 9.03 | 73% |
| Returns for 3 years | 32.24 | 33.10 | 97% |
| Returns for 5 years | N/A | 51.55 | - |
| Returns for 10 years | N/A | 105.65 | - |
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