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FWCGX vs TNBRX
FWCGX vs TNBRX Comparison
Open Charts FWCGX vs TNBRX
American Funds Capital World Gr&Inc529F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
1290 SmartBeta Equity R
Price$19.66
Change+$0.11 (+0.56%)
VolumeN/A
Net Assets223.01M
FWCGX vs TNBRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. TNBRX (223M). FWCGX pays higher dividends than TNBRX: FWCGX (1.81) vs TNBRX (0.68). 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). TNBRX annual gain was more profitable for investors over the last year : 9.03 vs. FWCGX (6.68).
| 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 | 9.164 | 5.559 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 223M | 58,744% |
| Annual Yield % from dividends | 1.81 | 0.68 | 265% |
| Returns for 1 year | 6.68 | 9.03 | 74% |
| Returns for 3 years | 32.36 | 33.10 | 98% |
| Returns for 5 years | N/A | 51.55 | - |
| Returns for 10 years | N/A | 105.65 | - |
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