Ad is loading...
FWGIX vs TNBAX
FWGIX vs TNBAX Comparison
Open Charts FWGIX vs TNBAX
American Funds Capital World Gr&Inc F3
Price$67.82
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
1290 SmartBeta Equity A
Price$19.45
Change-$0.06 (-0.31%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FWGIX vs TNBAX Comparison Chart
Loading...
FWGIX vs. TNBAX commentary
Sep 21, 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 StrongBuy and TNBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. TNBAX (214M). 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 : 27.97 vs. FWGIX (25.16). TNBAX return over 5 years is better than : 54.05 vs. FWGIX (47.14).
| 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 | 14.462 | 17.613 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 214M | 59,813% |
| Annual Yield % from dividends | 1.99 | 1.14 | 175% |
| Returns for 1 year | 25.16 | 27.97 | 90% |
| Returns for 3 years | 9.83 | 17.66 | 56% |
| Returns for 5 years | 47.14 | 54.05 | 87% |
| Returns for 10 years | N/A | N/A | - |