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FWCGX vs TNBRX
FWCGX vs TNBRX Comparison
Open Charts FWCGX vs TNBRX
American Funds Capital World Gr&Inc529F3
Price$65.02
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
1290 SmartBeta Equity R
Price$18.87
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets213.54M
FWCGX vs TNBRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 124B vs. TNBRX (214M). FWCGX pays higher dividends than TNBRX: FWCGX (1.91) vs TNBRX (0.71). FWCGX was incepted earlier than TNBRX: FWCGX (5 years) vs TNBRX (10 years). TNBRX (1.62) is less costly to investors than FWCGX (0.47). TNBRX is a more actively managed with annual turnover of: 32.00 vs. FWCGX (27.00). TNBRX has a lower initial minimum investment than FWCGX: TNBRX (0) vs FWCGX (250). TNBRX annual gain was more profitable for investors over the last year : 8.35 vs. FWCGX (2.57).
| FWCGX | TNBRX | FWCGX / TNBRX | |
| Total Expense Ratio | 0.47 | 1.35 | 35% |
| Annual Report Gross Expense Ratio | 0.47 | 1.62 | 29% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 2.748 | 2.031 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 214M | 57,944% |
| Annual Yield % from dividends | 1.91 | 0.71 | 270% |
| Returns for 1 year | 2.57 | 8.35 | 31% |
| Returns for 3 years | 34.18 | 33.14 | 103% |
| Returns for 5 years | N/A | 61.34 | - |
| Returns for 10 years | N/A | 94.74 | - |