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FWCGX vs TNBIX
FWCGX vs TNBIX Comparison
Open Charts FWCGX vs TNBIX
American Funds Capital World Gr&Inc529F3
Price$71.50
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets135.68B
1290 SmartBeta Equity I
Price$20.02
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets231.42M
FWCGX vs TNBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. TNBIX (231M). FWCGX pays higher dividends than TNBIX: FWCGX (1.73) vs TNBIX (1.11). 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). TNBIX (7.73) and FWCGX (7.58) have marching annual gain over last year.
| 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 | 13.637 | 7.542 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 231M | 58,874% |
| Annual Yield % from dividends | 1.73 | 1.11 | 156% |
| Returns for 1 year | 7.58 | 7.73 | 98% |
| Returns for 3 years | 55.11 | 47.19 | 117% |
| Returns for 5 years | N/A | 58.26 | - |
| Returns for 10 years | N/A | 113.77 | - |
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