Ad is loading...
FWGIX vs TNBRX
FWGIX vs TNBRX Comparison
Open Charts FWGIX vs TNBRX
American Funds Capital World Gr&Inc F3
Price$63.63
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
1290 SmartBeta Equity R
Price$18.66
Change+$0.12 (+0.65%)
VolumeN/A
CapitalizationN/A
FWGIX vs TNBRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. TNBRX commentary
Dec 23, 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 TNBRX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. TNBRX (217M). FWGIX pays higher dividends than TNBRX: FWGIX (1.99) vs TNBRX (0.92). FWGIX was incepted earlier than TNBRX: FWGIX (8 years) vs TNBRX (10 years). TNBRX is a more actively managed with annual turnover of: 34.00 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 : 14.46 vs. FWGIX (9.01). TNBRX return over 5 years is better than : 41.44 vs. FWGIX (30.17).
| FWGIX | TNBRX | FWGIX / TNBRX | |
| 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 | 13.433 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 217M | 57,604% |
| Annual Yield % from dividends | 1.99 | 0.92 | 216% |
| Returns for 1 year | 9.01 | 14.46 | 62% |
| Returns for 3 years | 7.02 | 15.23 | 46% |
| Returns for 5 years | 30.17 | 41.44 | 73% |
| Returns for 10 years | N/A | 97.33 | - |