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FWCGX vs TNBRX
FWCGX vs TNBRX Comparison
Open Charts FWCGX vs TNBRX
American Funds Capital World Gr&Inc529F3
Price$60.82
Change+$1.10 (+1.84%)
VolumeN/A
Net Assets115.05B
1290 SmartBeta Equity R
Price$18.11
Change+$0.32 (+1.80%)
VolumeN/A
Net Assets206.78M
FWCGX vs TNBRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 115B vs. TNBRX (207M). FWCGX pays higher dividends than TNBRX: FWCGX (1.93) vs TNBRX (0.71). FWCGX was incepted earlier than TNBRX: FWCGX (4 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 : 2.67 vs. FWCGX (-3.91).
| FWCGX | TNBRX | FWCGX / TNBRX | |
| Total Expense Ratio | 0.47 | 1.35 | 35% |
| Annual Report Gross Expense Ratio | 0.47 | 1.62 | 29% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | -3.889 | -3.976 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 207M | 55,556% |
| Annual Yield % from dividends | 1.93 | 0.71 | 271% |
| Returns for 1 year | -3.91 | 2.67 | -146% |
| Returns for 3 years | 13.50 | 15.38 | 88% |
| Returns for 5 years | N/A | 54.92 | - |
| Returns for 10 years | N/A | 83.63 | - |
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