Interact to see
Advertisement
Advertisement
CWIAX vs TNBIX
CWIAX vs TNBIX Comparison
Open Charts CWIAX vs TNBIX
American Funds Capital World Gr&Inc 529A
Price$71.21
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets135.68B
1290 SmartBeta Equity I
Price$20.02
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets231.42M
CWIAX vs TNBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. TNBIX commentary
Jul 16, 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 CWIAX is a Buy and TNBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. TNBIX (231M). CWIAX pays higher dividends than TNBIX: CWIAX (1.46) vs TNBIX (1.11). CWIAX was incepted earlier than TNBIX: CWIAX (23 years) vs TNBIX (11 years). TNBIX (1.12) is less costly to investors than CWIAX (0.78). TNBIX is a more actively managed with annual turnover of: 32.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than TNBIX: CWIAX (250) vs TNBIX (1000000). TNBIX annual gain was more profitable for investors over the last year : 7.73 vs. CWIAX (7.24). TNBIX return over 5 years is better than : 58.26 vs. CWIAX (52.19).
| CWIAX | TNBIX | CWIAX / TNBIX | |
| Total Expense Ratio | 0.78 | 0.85 | 92% |
| Annual Report Gross Expense Ratio | 0.78 | 1.12 | 70% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 13.477 | 7.542 | 179% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 231M | 58,874% |
| Annual Yield % from dividends | 1.46 | 1.11 | 132% |
| Returns for 1 year | 7.24 | 7.73 | 94% |
| Returns for 3 years | 53.65 | 47.19 | 114% |
| Returns for 5 years | 52.19 | 58.26 | 90% |
| Returns for 10 years | 78.66 | 113.77 | 69% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers