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FWCGX vs TNBIX
FWCGX vs TNBIX Comparison
Open Charts FWCGX vs TNBIX
American Funds Capital World Gr&Inc529F3
Price$74.72
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets139.93B
1290 SmartBeta Equity I
Price$20.56
Change-$0.13 (-0.63%)
VolumeN/A
Net Assets263.7M
FWCGX vs TNBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 140B vs. TNBIX (264M). FWCGX pays higher dividends than TNBIX: FWCGX (1.61) vs TNBIX (1.06). FWCGX was incepted earlier than TNBIX: FWCGX (5 years) vs TNBIX (11 years). TNBIX (1.12) is less costly to investors than FWCGX (0.47). TNBIX is a more actively managed with annual turnover of: 32.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than TNBIX: FWCGX (250) vs TNBIX (1000000). FWCGX annual gain was more profitable for investors over the last year : 12.48 vs. TNBIX (6.50). TNBIX return over 5 years is better than : 49.80 vs. FWCGX (46.87).
| FWCGX | TNBIX | FWCGX / TNBIX | |
| Total Expense Ratio | 0.47 | 0.85 | 55% |
| Annual Report Gross Expense Ratio | 0.47 | 1.12 | 42% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 19.148 | 11.354 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 264M | 53,030% |
| Annual Yield % from dividends | 1.61 | 1.06 | 151% |
| Returns for 1 year | 12.48 | 6.50 | 192% |
| Returns for 3 years | 52.92 | 44.98 | 118% |
| Returns for 5 years | 46.87 | 49.80 | 94% |
| Returns for 10 years | N/A | 124.59 | - |
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