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FWCGX vs TNBAX
FWCGX vs TNBAX Comparison
Open Charts FWCGX vs TNBAX
American Funds Capital World Gr&Inc529F3
Price$74.78
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
1290 SmartBeta Equity A
Price$20.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets262.05M
FWCGX vs TNBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 139B vs. TNBAX (262M). FWCGX pays higher dividends than TNBAX: FWCGX (1.61) 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 : 12.52 vs. TNBAX (5.32). TNBAX (47.50) and FWCGX (47.18) have equivalent 5 years return.
| 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 | 19.244 | 10.397 | 185% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 262M | 53,053% |
| Annual Yield % from dividends | 1.61 | 0.85 | 188% |
| Returns for 1 year | 12.52 | 5.32 | 235% |
| Returns for 3 years | 53.04 | 42.97 | 123% |
| Returns for 5 years | 47.18 | 47.50 | 99% |
| Returns for 10 years | N/A | 118.11 | - |
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