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FWGIX vs TNBAX
FWGIX vs TNBAX Comparison
Open Charts FWGIX vs TNBAX
American Funds Capital World Gr&Inc F3
Price$67.93
Change-$0.27 (-0.40%)
VolumeN/A
CapitalizationN/A
1290 SmartBeta Equity A
Price$19.70
Change-$0.12 (-0.61%)
VolumeN/A
CapitalizationN/A
FWGIX vs TNBAX Comparison Chart
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FWGIX vs. TNBAX commentary
Nov 15, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWGIX is a StrongSell and TNBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 127B vs. TNBAX (221M). FWGIX pays higher dividends than TNBAX: FWGIX (1.99) vs TNBAX (1.14). FWGIX was incepted earlier than TNBAX: FWGIX (8 years) vs TNBAX (10 years). TNBAX is a more actively managed with annual turnover of: 34.00 vs. FWGIX (27.00). TNBAX has a lower initial minimum investment than FWGIX: TNBAX (1000) vs FWGIX (1000000). TNBAX annual gain was more profitable for investors over the last year : 26.91 vs. FWGIX (21.41). TNBAX return over 5 years is better than : 52.94 vs. FWGIX (42.21).
| FWGIX | TNBAX | FWGIX / TNBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 15.103 | 19.681 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 221M | 57,466% |
| Annual Yield % from dividends | 1.99 | 1.14 | 175% |
| Returns for 1 year | 21.41 | 26.91 | 80% |
| Returns for 3 years | 5.48 | 14.22 | 39% |
| Returns for 5 years | 42.21 | 52.94 | 80% |
| Returns for 10 years | N/A | 114.66 | - |