Ad is loading...
FWCGX vs TNBIX
FWCGX vs TNBIX Comparison
Open Charts FWCGX vs TNBIX
American Funds Capital World Gr&Inc529F3
Price$63.10
Change+$0.99 (+1.59%)
VolumeN/A
Net Assets119.48B
1290 SmartBeta Equity I
Price$18.54
Change+$0.18 (+0.98%)
VolumeN/A
Net Assets212.38M
FWCGX vs TNBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 119B vs. TNBIX (212M). FWCGX pays higher dividends than TNBIX: FWCGX (1.93) vs TNBIX (1.18). FWCGX was incepted earlier than TNBIX: FWCGX (4 years) vs TNBIX (10 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). TNBIX annual gain was more profitable for investors over the last year : 7.44 vs. FWCGX (1.74).
| FWCGX | TNBIX | FWCGX / TNBIX | |
| Total Expense Ratio | 0.47 | 0.85 | 55% |
| Annual Report Gross Expense Ratio | 0.47 | 1.12 | 42% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | -0.286 | -1.212 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 212M | 56,132% |
| Annual Yield % from dividends | 1.93 | 1.18 | 163% |
| Returns for 1 year | 1.74 | 7.44 | 23% |
| Returns for 3 years | 21.61 | 22.68 | 95% |
| Returns for 5 years | N/A | 64.01 | - |
| Returns for 10 years | N/A | 95.80 | - |