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$74.53
Change-$0.26 (-0.35%)
VolumeN/A
Net Assets140.8B
1290 SmartBeta Equity I
Price$20.77
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets245.18M
CWIAX vs TNBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. TNBIX commentary
Sep 18, 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 StrongBuy and TNBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. TNBIX (245M). CWIAX pays higher dividends than TNBIX: CWIAX (1.43) vs TNBIX (1.08). CWIAX was incepted earlier than TNBIX: CWIAX (24 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). CWIAX annual gain was more profitable for investors over the last year : 13.35 vs. TNBIX (8.39). TNBIX return over 5 years is better than : 59.44 vs. CWIAX (56.13).
| CWIAX | TNBIX | CWIAX / TNBIX | |
| Total Expense Ratio | 0.78 | 0.85 | 92% |
| Annual Report Gross Expense Ratio | 0.78 | 1.12 | 70% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 19.079 | 11.897 | 160% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 245M | 57,551% |
| Annual Yield % from dividends | 1.43 | 1.08 | 132% |
| Returns for 1 year | 13.35 | 8.39 | 159% |
| Returns for 3 years | 59.83 | 53.36 | 112% |
| Returns for 5 years | 56.13 | 59.44 | 94% |
| Returns for 10 years | 104.24 | 138.72 | 75% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement