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FWCGX vs TNBAX
FWCGX vs TNBAX Comparison
Open Charts FWCGX vs TNBAX
American Funds Capital World Gr&Inc529F3
Price$70.16
Change-$0.90 (-1.27%)
VolumeN/A
Net Assets135.48B
1290 SmartBeta Equity A
Price$19.85
Change-$0.15 (-0.75%)
VolumeN/A
Net Assets233.62M
FWCGX vs TNBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 135B vs. TNBAX (234M). FWCGX pays higher dividends than TNBAX: FWCGX (1.73) vs TNBAX (0.89). FWCGX was incepted earlier than TNBAX: FWCGX (5 years) vs TNBAX (11 years). TNBAX (1.37) is less costly to investors than FWCGX (0.47). TNBAX is a more actively managed with annual turnover of: 32.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than TNBAX: FWCGX (250) vs TNBAX (1000). FWCGX annual gain was more profitable for investors over the last year : 10.11 vs. TNBAX (9.45).
| FWCGX | TNBAX | FWCGX / TNBAX | |
| Total Expense Ratio | 0.47 | 1.10 | 43% |
| Annual Report Gross Expense Ratio | 0.47 | 1.37 | 34% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 11.507 | 7.807 | 147% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 234M | 57,692% |
| Annual Yield % from dividends | 1.73 | 0.89 | 195% |
| Returns for 1 year | 10.11 | 9.45 | 107% |
| Returns for 3 years | 44.91 | 39.79 | 113% |
| Returns for 5 years | N/A | 55.37 | - |
| Returns for 10 years | N/A | 110.32 | - |
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