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FWGIX vs TNBRX
FWGIX vs TNBRX Comparison
Open Charts FWGIX vs TNBRX
American Funds Capital World Gr&Inc F3
Price$68.35
Change-$0.28 (-0.41%)
VolumeN/A
Net Assets130.31B
1290 SmartBeta Equity R
Price$19.31
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets221.56M
FWGIX vs TNBRX Comparison Chart in %
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FWGIX vs. TNBRX commentary
Jun 23, 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: 130B vs. TNBRX (222M). FWGIX pays higher dividends than TNBRX: FWGIX (1.85) vs TNBRX (0.68). FWGIX was incepted earlier than TNBRX: FWGIX (8 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). TNBRX annual gain was more profitable for investors over the last year : 6.64 vs. FWGIX (5.47). TNBRX return over 5 years is better than : 55.13 vs. FWGIX (50.88).
| 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 | 11 years | - |
| Gain YTD | 8.671 | 4.270 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 222M | 58,559% |
| Annual Yield % from dividends | 1.85 | 0.68 | 272% |
| Returns for 1 year | 5.47 | 6.64 | 82% |
| Returns for 3 years | 44.62 | 43.37 | 103% |
| Returns for 5 years | 50.88 | 55.13 | 92% |
| Returns for 10 years | N/A | 98.44 | - |