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FWGIX vs TNBAX
FWGIX vs TNBAX Comparison
Open Charts FWGIX vs TNBAX
American Funds Capital World Gr&Inc F3
Price$66.02
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
1290 SmartBeta Equity A
Price$19.03
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets221.68M
FWGIX vs TNBAX Comparison Chart
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FWGIX vs. TNBAX commentary
Jan 23, 2025
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 StrongBuy and TNBAX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 129B vs. TNBAX (222M). 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 : 14.11 vs. FWGIX (12.24). TNBAX return over 5 years is better than : 41.92 vs. FWGIX (32.84).
| 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 | 3.952 | 2.247 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 222M | 58,108% |
| Annual Yield % from dividends | 1.99 | 1.14 | 175% |
| Returns for 1 year | 12.24 | 14.11 | 87% |
| Returns for 3 years | 14.62 | 22.30 | 66% |
| Returns for 5 years | 32.84 | 41.92 | 78% |
| Returns for 10 years | N/A | 105.22 | - |
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