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FWGIX vs TNBAX
FWGIX vs TNBAX Comparison
Open Charts FWGIX vs TNBAX
American Funds Capital World Gr&Inc F3
Price$63.87
Change+$0.24 (+0.38%)
VolumeN/A
Net Assets122.78B
1290 SmartBeta Equity A
Price$18.80
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets219.31M
FWGIX vs TNBAX Comparison Chart
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FWGIX vs. TNBAX commentary
Apr 04, 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 Buy and TNBAX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 123B vs. TNBAX (219M). FWGIX pays higher dividends than TNBAX: FWGIX (1.98) vs TNBAX (0.95). FWGIX was incepted earlier than TNBAX: FWGIX (8 years) vs TNBAX (10 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). TNBAX annual gain was more profitable for investors over the last year : 7.45 vs. FWGIX (1.22). TNBAX return over 5 years is better than : 82.52 vs. FWGIX (70.29).
| FWGIX | TNBAX | FWGIX / TNBAX | |
| Total Expense Ratio | 0.41 | 1.10 | 37% |
| Annual Report Gross Expense Ratio | 0.41 | 1.37 | 30% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 0.958 | 0.966 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 219M | 56,164% |
| Annual Yield % from dividends | 1.98 | 0.95 | 208% |
| Returns for 1 year | 1.22 | 7.45 | 16% |
| Returns for 3 years | 13.41 | 19.60 | 68% |
| Returns for 5 years | 70.29 | 82.52 | 85% |
| Returns for 10 years | N/A | 99.67 | - |
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