Interact to see
Advertisement
Advertisement
FWGIX vs TNBAX
FWGIX vs TNBAX Comparison
Open Charts FWGIX vs TNBAX
American Funds Capital World Gr&Inc F3
Price$75.03
Change+$0.17 (+0.23%)
VolumeN/A
Net Assets140.42B
1290 SmartBeta Equity A
Price$20.77
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets244.71M
FWGIX vs TNBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. TNBAX commentary
Sep 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 140B vs. TNBAX (245M). FWGIX pays higher dividends than TNBAX: FWGIX (1.73) vs TNBAX (0.87). FWGIX was incepted earlier than TNBAX: FWGIX (9 years) vs TNBAX (11 years). TNBAX (1.37) is less costly to investors than FWGIX (0.41). TNBAX is a more actively managed with annual turnover of: 32.00 vs. FWGIX (27.00). TNBAX has a lower initial minimum investment than FWGIX: TNBAX (1000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 14.05 vs. TNBAX (8.21). TNBAX return over 5 years is better than : 55.47 vs. FWGIX (52.71).
| FWGIX | TNBAX | FWGIX / TNBAX | |
| Total Expense Ratio | 0.41 | 1.10 | 37% |
| Annual Report Gross Expense Ratio | 0.41 | 1.37 | 30% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 19.432 | 11.746 | 165% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 245M | 57,143% |
| Annual Yield % from dividends | 1.73 | 0.87 | 200% |
| Returns for 1 year | 14.05 | 8.21 | 171% |
| Returns for 3 years | 60.59 | 52.27 | 116% |
| Returns for 5 years | 52.71 | 55.47 | 95% |
| Returns for 10 years | N/A | 133.56 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement