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CWGFX vs TNBIX
CWGFX vs TNBIX Comparison
Open Charts CWGFX vs TNBIX
American Funds Capital World Gr&Inc F1
Price$64.85
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.56B
1290 SmartBeta Equity I
Price$18.97
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets213.54M
CWGFX vs TNBIX Comparison Chart
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CWGFX vs. TNBIX commentary
May 09, 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 CWGFX is a Buy and TNBIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. TNBIX (214M). CWGFX pays higher dividends than TNBIX: CWGFX (1.58) vs TNBIX (1.18). CWGFX was incepted earlier than TNBIX: CWGFX (24 years) vs TNBIX (10 years). TNBIX (1.12) is less costly to investors than CWGFX (0.80). TNBIX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than TNBIX: CWGFX (250) vs TNBIX (1000000). TNBIX annual gain was more profitable for investors over the last year : 8.61 vs. CWGFX (2.20). TNBIX return over 5 years is better than : 65.05 vs. CWGFX (50.51).
| CWGFX | TNBIX | CWGFX / TNBIX | |
| Total Expense Ratio | 0.80 | 0.85 | 94% |
| Annual Report Gross Expense Ratio | 0.80 | 1.12 | 71% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 2.617 | 1.952 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 214M | 58,411% |
| Annual Yield % from dividends | 1.58 | 1.18 | 134% |
| Returns for 1 year | 2.20 | 8.61 | 26% |
| Returns for 3 years | 30.66 | 31.87 | 96% |
| Returns for 5 years | 50.51 | 65.05 | 78% |
| Returns for 10 years | 40.75 | 102.27 | 40% |
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