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FWGIX vs TNBIX
FWGIX vs TNBIX Comparison
Open Charts FWGIX vs TNBIX
American Funds Capital World Gr&Inc F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
1290 SmartBeta Equity I
Price$19.77
Change+$0.11 (+0.56%)
VolumeN/A
Net Assets223.01M
FWGIX vs TNBIX Comparison Chart
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FWGIX vs. TNBIX commentary
Jun 07, 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 TNBIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. TNBIX (223M). FWGIX pays higher dividends than TNBIX: FWGIX (1.85) vs TNBIX (1.13). FWGIX was incepted earlier than TNBIX: FWGIX (8 years) vs TNBIX (11 years). TNBIX (1.12) is less costly to investors than FWGIX (0.41). TNBIX is a more actively managed with annual turnover of: 32.00 vs. FWGIX (27.00). FWGIX (1000000) and TNBIX (1000000) have matching initial minimum investment requirements. TNBIX annual gain was more profitable for investors over the last year : 9.58 vs. FWGIX (6.73). TNBIX return over 5 years is better than : 55.43 vs. FWGIX (47.57).
| FWGIX | TNBIX | FWGIX / TNBIX | |
| Total Expense Ratio | 0.41 | 0.85 | 48% |
| Annual Report Gross Expense Ratio | 0.41 | 1.12 | 37% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 9.193 | 5.784 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 223M | 58,744% |
| Annual Yield % from dividends | 1.85 | 1.13 | 164% |
| Returns for 1 year | 6.73 | 9.58 | 70% |
| Returns for 3 years | 30.07 | 35.12 | 86% |
| Returns for 5 years | 47.57 | 55.43 | 86% |
| Returns for 10 years | N/A | 115.24 | - |
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