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FWCGX vs TNBRX
FWCGX vs TNBRX Comparison
Open Charts FWCGX vs TNBRX
American Funds Capital World Gr&Inc529F3
Price$74.38
Change-$0.50 (-0.67%)
VolumeN/A
Net Assets140.58B
1290 SmartBeta Equity R
Price$20.49
Change-$0.12 (-0.58%)
VolumeN/A
Net Assets245.53M
FWCGX vs TNBRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 141B vs. TNBRX (246M). FWCGX pays higher dividends than TNBRX: FWCGX (1.69) vs TNBRX (0.65). FWCGX was incepted earlier than TNBRX: FWCGX (5 years) vs TNBRX (11 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). FWCGX annual gain was more profitable for investors over the last year : 10.71 vs. TNBRX (6.60).
| 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 | 11 years | - |
| Gain YTD | 18.606 | 11.249 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 246M | 57,317% |
| Annual Yield % from dividends | 1.69 | 0.65 | 260% |
| Returns for 1 year | 10.71 | 6.60 | 162% |
| Returns for 3 years | 71.35 | 58.72 | 122% |
| Returns for 5 years | N/A | 56.97 | - |
| Returns for 10 years | N/A | 134.05 | - |
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