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FWGIX vs TNBRX
FWGIX vs TNBRX Comparison
Open Charts FWGIX vs TNBRX
American Funds Capital World Gr&Inc F3
Price$65.02
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
1290 SmartBeta Equity R
Price$18.87
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets213.54M
FWGIX vs TNBRX Comparison Chart
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FWGIX vs. TNBRX commentary
May 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 TNBRX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 124B vs. TNBRX (214M). FWGIX pays higher dividends than TNBRX: FWGIX (1.96) vs TNBRX (0.71). FWGIX was incepted earlier than TNBRX: FWGIX (8 years) vs TNBRX (10 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). TNBRX annual gain was more profitable for investors over the last year : 8.35 vs. FWGIX (2.63). TNBRX return over 5 years is better than : 61.34 vs. FWGIX (52.50).
| FWGIX | TNBRX | FWGIX / TNBRX | |
| Total Expense Ratio | 0.41 | 1.35 | 30% |
| Annual Report Gross Expense Ratio | 0.41 | 1.62 | 25% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 2.775 | 2.031 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 214M | 57,944% |
| Annual Yield % from dividends | 1.96 | 0.71 | 276% |
| Returns for 1 year | 2.63 | 8.35 | 32% |
| Returns for 3 years | 31.85 | 33.14 | 96% |
| Returns for 5 years | 52.50 | 61.34 | 86% |
| Returns for 10 years | N/A | 94.74 | - |