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FWCGX vs TNBIX
FWCGX vs TNBIX Comparison
Open Charts FWCGX vs TNBIX
American Funds Capital World Gr&Inc529F3
Price$76.31
Change+$0.49 (+0.65%)
VolumeN/A
Net Assets141.87B
1290 SmartBeta Equity I
Price$20.96
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets262.65M
FWCGX vs TNBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 142B vs. TNBIX (263M). FWCGX pays higher dividends than TNBIX: FWCGX (1.64) 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 : 13.14 vs. TNBIX (8.11).
| 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 | 21.684 | 12.564 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 263M | 53,992% |
| Annual Yield % from dividends | 1.64 | 1.06 | 155% |
| Returns for 1 year | 13.14 | 8.11 | 162% |
| Returns for 3 years | 72.87 | 63.33 | 115% |
| Returns for 5 years | N/A | 55.17 | - |
| Returns for 10 years | N/A | 131.78 | - |
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