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CWIAX vs TNBIX
CWIAX vs TNBIX Comparison
Open Charts CWIAX vs TNBIX
American Funds Capital World Gr&Inc 529A
Price$71.58
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets135.35B
1290 SmartBeta Equity I
Price$20.39
Change+$0.10 (+0.49%)
VolumeN/A
Net Assets236.37M
CWIAX vs TNBIX Comparison Chart in %
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CWIAX vs. TNBIX commentary
Aug 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 CWIAX is a StrongBuy and TNBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 135B vs. TNBIX (236M). CWIAX pays higher dividends than TNBIX: CWIAX (1.46) vs TNBIX (1.10). 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). CWIAX annual gain was more profitable for investors over the last year : 14.33 vs. TNBIX (12.66). TNBIX return over 5 years is better than : 56.35 vs. CWIAX (50.79).
| 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 | 14.067 | 9.174 | 153% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 236M | 57,203% |
| Annual Yield % from dividends | 1.46 | 1.10 | 132% |
| Returns for 1 year | 14.33 | 12.66 | 113% |
| Returns for 3 years | 45.60 | 41.24 | 111% |
| Returns for 5 years | 50.79 | 56.35 | 90% |
| Returns for 10 years | 82.41 | 118.27 | 70% |