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FWCGX vs TNBAX
FWCGX vs TNBAX Comparison
Open Charts FWCGX vs TNBAX
American Funds Capital World Gr&Inc529F3
Price$70.83
Change+$0.39 (+0.55%)
VolumeN/A
Net Assets134.14B
1290 SmartBeta Equity A
Price$19.85
Change+$0.12 (+0.61%)
VolumeN/A
Net Assets226.8M
FWCGX vs TNBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 134B vs. TNBAX (227M). FWCGX pays higher dividends than TNBAX: FWCGX (1.81) vs TNBAX (0.90). 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 : 10.03 vs. TNBAX (8.98).
| 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 | 12.572 | 6.335 | 198% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 227M | 59,031% |
| Annual Yield % from dividends | 1.81 | 0.90 | 200% |
| Returns for 1 year | 10.03 | 8.98 | 112% |
| Returns for 3 years | 49.84 | 44.74 | 111% |
| Returns for 5 years | N/A | 63.94 | - |
| Returns for 10 years | N/A | 113.42 | - |
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