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FWCGX vs TNBRX
FWCGX vs TNBRX Comparison
Open Charts FWCGX vs TNBRX
American Funds Capital World Gr&Inc529F3
Price$74.78
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
1290 SmartBeta Equity R
Price$20.40
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets262.05M
FWCGX vs TNBRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 139B vs. TNBRX (262M). FWCGX pays higher dividends than TNBRX: FWCGX (1.61) vs TNBRX (0.64). 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 : 12.52 vs. TNBRX (5.06). FWCGX (47.18) and TNBRX (45.65) have equivalent 5 years return.
| 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 | 19.244 | 10.154 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 262M | 53,053% |
| Annual Yield % from dividends | 1.61 | 0.64 | 250% |
| Returns for 1 year | 12.52 | 5.06 | 248% |
| Returns for 3 years | 53.04 | 41.89 | 127% |
| Returns for 5 years | 47.18 | 45.65 | 103% |
| Returns for 10 years | N/A | 113.13 | - |
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