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FWGIX vs TNBAX
FWGIX vs TNBAX Comparison
Open Charts FWGIX vs TNBAX
American Funds Capital World Gr&Inc F3
Price$63.63
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
1290 SmartBeta Equity A
Price$18.69
Change+$0.12 (+0.65%)
VolumeN/A
CapitalizationN/A
FWGIX vs TNBAX Comparison Chart
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FWGIX vs. TNBAX commentary
Dec 23, 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 Buy and TNBAX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. TNBAX (217M). 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 : 14.76 vs. FWGIX (9.01). TNBAX return over 5 years is better than : 43.19 vs. FWGIX (30.17).
| 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 | 8.035 | 13.718 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 217M | 57,604% |
| Annual Yield % from dividends | 1.99 | 1.14 | 175% |
| Returns for 1 year | 9.01 | 14.76 | 61% |
| Returns for 3 years | 7.02 | 16.11 | 44% |
| Returns for 5 years | 30.17 | 43.19 | 70% |
| Returns for 10 years | N/A | 101.75 | - |