Interact to see
Advertisement
Advertisement
FWGIX vs TNBIX
FWGIX vs TNBIX Comparison
Open Charts FWGIX vs TNBIX
American Funds Capital World Gr&Inc F3
Price$76.31
Change+$0.50 (+0.66%)
VolumeN/A
Net Assets141.87B
1290 SmartBeta Equity I
Price$20.96
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets262.65M
FWGIX vs TNBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. TNBIX commentary
Oct 09, 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: 142B vs. TNBIX (263M). FWGIX pays higher dividends than TNBIX: FWGIX (1.68) vs TNBIX (1.06). FWGIX was incepted earlier than TNBIX: FWGIX (9 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. FWGIX annual gain was more profitable for investors over the last year : 13.19 vs. TNBIX (8.11). TNBIX (55.17) and FWGIX (53.94) have equivalent 5 years return.
| FWGIX | TNBIX | FWGIX / TNBIX | |
| Total Expense Ratio | 0.41 | 0.85 | 48% |
| Annual Report Gross Expense Ratio | 0.41 | 1.12 | 37% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 21.745 | 12.564 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 263M | 53,992% |
| Annual Yield % from dividends | 1.68 | 1.06 | 159% |
| Returns for 1 year | 13.19 | 8.11 | 163% |
| Returns for 3 years | 72.00 | 63.33 | 114% |
| Returns for 5 years | 53.94 | 55.17 | 98% |
| Returns for 10 years | N/A | 131.78 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement