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FWGIX vs TNBIX
FWGIX vs TNBIX Comparison
Open Charts FWGIX vs TNBIX
American Funds Capital World Gr&Inc F3
Price$63.87
Change+$0.24 (+0.38%)
VolumeN/A
Net Assets122.78B
1290 SmartBeta Equity I
Price$18.84
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets219.31M
FWGIX vs TNBIX Comparison Chart
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FWGIX vs. TNBIX commentary
Apr 03, 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: 123B vs. TNBIX (219M). FWGIX pays higher dividends than TNBIX: FWGIX (1.98) vs TNBIX (1.18). FWGIX was incepted earlier than TNBIX: FWGIX (8 years) vs TNBIX (10 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 : 7.72 vs. FWGIX (1.22). TNBIX return over 5 years is better than : 84.83 vs. FWGIX (70.29).
| 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 | 10 years | - |
| Gain YTD | 0.958 | 1.029 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 219M | 56,164% |
| Annual Yield % from dividends | 1.98 | 1.18 | 167% |
| Returns for 1 year | 1.22 | 7.72 | 16% |
| Returns for 3 years | 13.41 | 20.50 | 65% |
| Returns for 5 years | 70.29 | 84.83 | 83% |
| Returns for 10 years | N/A | 104.36 | - |