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FWGIX vs TNBCX
FWGIX vs TNBCX Comparison
Open Charts FWGIX vs TNBCX
American Funds Capital World Gr&Inc F3
Price$67.82
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
1290 SmartBeta Equity T
Price$19.50
Change-$0.06 (-0.31%)
VolumeN/A
CapitalizationN/A
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FWGIX vs TNBCX Comparison Chart
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FWGIX vs. TNBCX 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 TNBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. TNBCX (214M). FWGIX pays higher dividends than TNBCX: FWGIX (1.99) vs TNBCX (1.35). FWGIX was incepted earlier than TNBCX: FWGIX (8 years) vs TNBCX (10 years). TNBCX is a more actively managed with annual turnover of: 34.00 vs. FWGIX (27.00). TNBCX has a lower initial minimum investment than FWGIX: TNBCX (1000) vs FWGIX (1000000). TNBCX annual gain was more profitable for investors over the last year : 24.48 vs. FWGIX (20.43). TNBCX return over 5 years is better than : 54.10 vs. FWGIX (44.90).
| FWGIX | TNBCX | FWGIX / TNBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 12.724 | 16.365 | 78% |
| 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 | 1.35 | 148% |
| Returns for 1 year | 20.43 | 24.48 | 83% |
| Returns for 3 years | 6.75 | 15.70 | 43% |
| Returns for 5 years | 44.90 | 54.10 | 83% |
| Returns for 10 years | N/A | N/A | - |