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FWCGX vs TNBAX
FWCGX vs TNBAX Comparison
Open Charts FWCGX vs TNBAX
American Funds Capital World Gr&Inc529F3
Price$63.10
Change+$0.99 (+1.59%)
VolumeN/A
Net Assets119.48B
1290 SmartBeta Equity A
Price$18.49
Change+$0.18 (+0.98%)
VolumeN/A
Net Assets212.38M
FWCGX vs TNBAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 119B vs. TNBAX (212M). FWCGX pays higher dividends than TNBAX: FWCGX (1.93) vs TNBAX (0.95). FWCGX was incepted earlier than TNBAX: FWCGX (4 years) vs TNBAX (10 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 : 7.17 vs. FWCGX (1.74).
| FWCGX | TNBAX | FWCGX / TNBAX | |
| Total Expense Ratio | 0.47 | 1.10 | 43% |
| Annual Report Gross Expense Ratio | 0.47 | 1.37 | 34% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | -0.286 | -1.289 | 22% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 212M | 56,132% |
| Annual Yield % from dividends | 1.93 | 0.95 | 204% |
| Returns for 1 year | 1.74 | 7.17 | 24% |
| Returns for 3 years | 21.61 | 21.76 | 99% |
| Returns for 5 years | N/A | 61.96 | - |
| Returns for 10 years | N/A | 91.28 | - |
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