Interact to see
Advertisement
Advertisement
FWCGX vs TNBAX
FWCGX vs TNBAX Comparison
Open Charts FWCGX vs TNBAX
American Funds Capital World Gr&Inc529F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
1290 SmartBeta Equity A
Price$19.71
Change+$0.10 (+0.51%)
VolumeN/A
Net Assets223.01M
FWCGX vs TNBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. TNBAX (223M). 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). TNBAX annual gain was more profitable for investors over the last year : 9.31 vs. FWCGX (6.68).
| 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 | 9.164 | 5.671 | 162% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 223M | 58,744% |
| Annual Yield % from dividends | 1.81 | 0.90 | 200% |
| Returns for 1 year | 6.68 | 9.31 | 72% |
| Returns for 3 years | 32.36 | 34.11 | 95% |
| Returns for 5 years | N/A | 53.49 | - |
| Returns for 10 years | N/A | 110.42 | - |