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FWGIX vs TNBIX
FWGIX vs TNBIX Comparison
Open Charts FWGIX vs TNBIX
American Funds Capital World Gr&Inc F3
Price$63.63
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
1290 SmartBeta Equity I
Price$18.72
Change+$0.12 (+0.65%)
VolumeN/A
CapitalizationN/A
FWGIX vs TNBIX Comparison Chart
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FWGIX vs. TNBIX commentary
Dec 24, 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 Buy and TNBIX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. TNBIX (217M). FWGIX pays higher dividends than TNBIX: FWGIX (1.99) vs TNBIX (1.35). FWGIX was incepted earlier than TNBIX: FWGIX (8 years) vs TNBIX (10 years). TNBIX is a more actively managed with annual turnover of: 34.00 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 : 15.05 vs. FWGIX (9.01). TNBIX return over 5 years is better than : 45.06 vs. FWGIX (30.17).
| FWGIX | TNBIX | FWGIX / TNBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 8.035 | 13.999 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 217M | 57,604% |
| Annual Yield % from dividends | 1.99 | 1.35 | 148% |
| Returns for 1 year | 9.01 | 15.05 | 60% |
| Returns for 3 years | 7.02 | 16.98 | 41% |
| Returns for 5 years | 30.17 | 45.06 | 67% |
| Returns for 10 years | N/A | 106.41 | - |
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