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FWGIX vs TNBIX
FWGIX vs TNBIX Comparison
Open Charts FWGIX vs TNBIX
American Funds Capital World Gr&Inc F3
Price$71.50
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets135.68B
1290 SmartBeta Equity I
Price$20.02
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets231.42M
FWGIX vs TNBIX Comparison Chart in %
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FWGIX vs. TNBIX commentary
Jul 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. TNBIX (231M). FWGIX pays higher dividends than TNBIX: FWGIX (1.77) vs TNBIX (1.11). 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 (7.73) and FWGIX (7.63) have marching annual gain over last year. TNBIX return over 5 years is better than : 58.26 vs. FWGIX (50.27).
| 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 | 13.679 | 7.542 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 231M | 58,874% |
| Annual Yield % from dividends | 1.77 | 1.11 | 160% |
| Returns for 1 year | 7.63 | 7.73 | 99% |
| Returns for 3 years | 53.57 | 47.19 | 114% |
| Returns for 5 years | 50.27 | 58.26 | 86% |
| Returns for 10 years | N/A | 113.77 | - |
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