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FWGIX vs TNBRX
FWGIX vs TNBRX Comparison
Open Charts FWGIX vs TNBRX
American Funds Capital World Gr&Inc F3
Price$74.37
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
1290 SmartBeta Equity R
Price$20.49
Change-$0.12 (-0.58%)
VolumeN/A
Net Assets245.53M
FWGIX vs TNBRX Comparison Chart in %
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FWGIX vs. TNBRX commentary
Sep 26, 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 Hold and TNBRX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 141B vs. TNBRX (246M). FWGIX pays higher dividends than TNBRX: FWGIX (1.73) vs TNBRX (0.65). FWGIX was incepted earlier than TNBRX: FWGIX (9 years) vs TNBRX (11 years). TNBRX (1.62) is less costly to investors than FWGIX (0.41). TNBRX is a more actively managed with annual turnover of: 32.00 vs. FWGIX (27.00). TNBRX has a lower initial minimum investment than FWGIX: TNBRX (0) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 10.76 vs. TNBRX (6.60). TNBRX (56.97) and FWGIX (56.56) have equivalent 5 years return.
| FWGIX | TNBRX | FWGIX / TNBRX | |
| Total Expense Ratio | 0.41 | 1.35 | 30% |
| Annual Report Gross Expense Ratio | 0.41 | 1.62 | 25% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 18.650 | 11.249 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 246M | 57,317% |
| Annual Yield % from dividends | 1.73 | 0.65 | 266% |
| Returns for 1 year | 10.76 | 6.60 | 163% |
| Returns for 3 years | 70.46 | 58.72 | 120% |
| Returns for 5 years | 56.56 | 56.97 | 99% |
| Returns for 10 years | N/A | 134.05 | - |
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