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FWCGX vs TNBAX
FWCGX vs TNBAX Comparison
Open Charts FWCGX vs TNBAX
American Funds Capital World Gr&Inc529F3
Price$76.08
Change+$0.34 (+0.45%)
VolumeN/A
Net Assets142.48B
1290 SmartBeta Equity A
Price$20.90
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets263.28M
FWCGX vs TNBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 142B vs. TNBAX (263M). FWCGX pays higher dividends than TNBAX: FWCGX (1.64) vs TNBAX (0.85). 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 : 13.41 vs. TNBAX (8.60).
| 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 | 21.317 | 12.649 | 169% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 263M | 53,992% |
| Annual Yield % from dividends | 1.64 | 0.85 | 193% |
| Returns for 1 year | 13.41 | 8.60 | 156% |
| Returns for 3 years | 66.50 | 55.70 | 119% |
| Returns for 5 years | N/A | 58.40 | - |
| Returns for 10 years | N/A | 130.91 | - |
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