Ad is loading...
FWGIX vs TNBAX
FWGIX vs TNBAX Comparison
Open Charts FWGIX vs TNBAX
American Funds Capital World Gr&Inc F3
Price$66.28
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
1290 SmartBeta Equity A
Price$19.13
Change-$0.19 (-0.98%)
VolumeN/A
Net Assets223.3M
FWGIX vs TNBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. TNBAX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. TNBAX (223M). 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 : 12.28 vs. FWGIX (7.45). TNBAX return over 5 years is better than : 43.91 vs. FWGIX (34.05).
| 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 | 4.362 | 4.144 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 223M | 57,399% |
| Annual Yield % from dividends | 1.99 | 1.14 | 175% |
| Returns for 1 year | 7.45 | 12.28 | 61% |
| Returns for 3 years | 17.38 | 28.37 | 61% |
| Returns for 5 years | 34.05 | 43.91 | 78% |
| Returns for 10 years | N/A | 103.37 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...