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FWGIX vs TNBRX
FWGIX vs TNBRX Comparison
Open Charts FWGIX vs TNBRX
American Funds Capital World Gr&Inc F3
Price$66.28
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
1290 SmartBeta Equity R
Price$19.09
Change-$0.19 (-0.99%)
VolumeN/A
Net Assets223.3M
FWGIX vs TNBRX Comparison Chart
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FWGIX vs. TNBRX commentary
Feb 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 StrongBuy and TNBRX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. TNBRX (223M). 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 : 10.90 vs. FWGIX (7.45). TNBRX return over 5 years is better than : 40.70 vs. FWGIX (34.05).
| 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 | 4.362 | 3.086 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 223M | 57,399% |
| Annual Yield % from dividends | 1.99 | 0.92 | 216% |
| Returns for 1 year | 7.45 | 10.90 | 68% |
| Returns for 3 years | 17.38 | 26.15 | 66% |
| Returns for 5 years | 34.05 | 40.70 | 84% |
| Returns for 10 years | N/A | 96.76 | - |
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