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FWGIX vs TNBRX
FWGIX vs TNBRX Comparison
Open Charts FWGIX vs TNBRX
American Funds Capital World Gr&Inc F3
Price$60.82
Change+$1.11 (+1.86%)
VolumeN/A
Net Assets115.05B
1290 SmartBeta Equity R
Price$18.11
Change+$0.32 (+1.80%)
VolumeN/A
Net Assets206.78M
FWGIX vs TNBRX Comparison Chart
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FWGIX vs. TNBRX commentary
Apr 12, 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: 115B vs. TNBRX (207M). FWGIX pays higher dividends than TNBRX: FWGIX (1.98) 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 : 2.67 vs. FWGIX (-3.85). TNBRX return over 5 years is better than : 54.92 vs. FWGIX (48.86).
| 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 | -3.863 | -3.976 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 207M | 55,556% |
| Annual Yield % from dividends | 1.98 | 0.71 | 277% |
| Returns for 1 year | -3.85 | 2.67 | -144% |
| Returns for 3 years | 11.53 | 15.38 | 75% |
| Returns for 5 years | 48.86 | 54.92 | 89% |
| Returns for 10 years | N/A | 83.63 | - |
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