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FWGIX vs TNBAX
FWGIX vs TNBAX Comparison
Open Charts FWGIX vs TNBAX
American Funds Capital World Gr&Inc F3
Price$70.16
Change-$0.90 (-1.27%)
VolumeN/A
Net Assets134.61B
1290 SmartBeta Equity A
Price$19.85
Change-$0.15 (-0.75%)
VolumeN/A
Net Assets233.62M
FWGIX vs TNBAX Comparison Chart in %
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FWGIX vs. TNBAX commentary
Aug 03, 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: 135B vs. TNBAX (234M). FWGIX pays higher dividends than TNBAX: FWGIX (1.77) vs TNBAX (0.89). 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 : 10.18 vs. TNBAX (9.45). TNBAX return over 5 years is better than : 55.37 vs. FWGIX (47.74).
| 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 | 11.549 | 7.807 | 148% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 234M | 57,692% |
| Annual Yield % from dividends | 1.77 | 0.89 | 200% |
| Returns for 1 year | 10.18 | 9.45 | 108% |
| Returns for 3 years | 43.47 | 39.79 | 109% |
| Returns for 5 years | 47.74 | 55.37 | 86% |
| Returns for 10 years | N/A | 110.32 | - |
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