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FWGIX vs TNBRX
FWGIX vs TNBRX Comparison
Open Charts FWGIX vs TNBRX
American Funds Capital World Gr&Inc F3
Price$68.18
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
1290 SmartBeta Equity R
Price$19.72
Change+$0.07 (+0.36%)
VolumeN/A
CapitalizationN/A
FWGIX vs TNBRX Comparison Chart
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FWGIX vs. TNBRX commentary
Nov 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 StrongBuy and TNBRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 126B vs. TNBRX (220M). 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 : 24.78 vs. FWGIX (19.66). TNBRX return over 5 years is better than : 51.33 vs. FWGIX (42.65).
| 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 | 15.070 | 19.065 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 220M | 57,273% |
| Annual Yield % from dividends | 1.99 | 0.92 | 216% |
| Returns for 1 year | 19.66 | 24.78 | 79% |
| Returns for 3 years | 7.13 | 13.48 | 53% |
| Returns for 5 years | 42.65 | 51.33 | 83% |
| Returns for 10 years | N/A | 106.72 | - |