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FWGIX vs TNBIX
FWGIX vs TNBIX Comparison
Open Charts FWGIX vs TNBIX
American Funds Capital World Gr&Inc F3
Price$63.10
Change+$1.00 (+1.61%)
VolumeN/A
Net Assets119.48B
1290 SmartBeta Equity I
Price$18.54
Change+$0.18 (+0.98%)
VolumeN/A
Net Assets212.38M
FWGIX vs TNBIX Comparison Chart
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FWGIX vs. TNBIX commentary
Apr 25, 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: 119B vs. TNBIX (212M). 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 : 7.44 vs. FWGIX (1.81). TNBIX return over 5 years is better than : 64.01 vs. FWGIX (52.86).
| 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 | -0.259 | -1.212 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 212M | 56,132% |
| Annual Yield % from dividends | 1.98 | 1.18 | 167% |
| Returns for 1 year | 1.81 | 7.44 | 24% |
| Returns for 3 years | 19.50 | 22.68 | 86% |
| Returns for 5 years | 52.86 | 64.01 | 83% |
| Returns for 10 years | N/A | 95.80 | - |