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FWCGX vs TNBIX
FWCGX vs TNBIX Comparison
Open Charts FWCGX vs TNBIX
American Funds Capital World Gr&Inc529F3
Price$63.87
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
1290 SmartBeta Equity I
Price$18.84
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets219.31M
FWCGX vs TNBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 123B vs. TNBIX (219M). 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 : 7.72 vs. FWCGX (1.16).
| 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 | 0.931 | 1.029 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 219M | 56,164% |
| Annual Yield % from dividends | 1.93 | 1.18 | 163% |
| Returns for 1 year | 1.16 | 7.72 | 15% |
| Returns for 3 years | 15.40 | 20.50 | 75% |
| Returns for 5 years | N/A | 84.83 | - |
| Returns for 10 years | N/A | 104.36 | - |