Interact to see
Advertisement
Advertisement
CWIEX vs TNBAX
CWIEX vs TNBAX Comparison
Open Charts CWIEX vs TNBAX
American Funds Capital World Gr&Inc 529E
Price$75.66
Change+$0.34 (+0.45%)
VolumeN/A
Net Assets142.48B
1290 SmartBeta Equity A
Price$20.90
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets263.28M
CWIEX vs TNBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. TNBAX commentary
Oct 07, 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 CWIEX is a Buy and TNBAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. TNBAX (263M). CWIEX pays higher dividends than TNBAX: CWIEX (1.17) vs TNBAX (0.85). CWIEX was incepted earlier than TNBAX: CWIEX (24 years) vs TNBAX (11 years). TNBAX (1.37) is less costly to investors than CWIEX (1.00). TNBAX is a more actively managed with annual turnover of: 32.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than TNBAX: CWIEX (250) vs TNBAX (1000). CWIEX annual gain was more profitable for investors over the last year : 12.76 vs. TNBAX (8.60). TNBAX (58.40) and CWIEX (57.65) have equivalent 5 years return.
| CWIEX | TNBAX | CWIEX / TNBAX | |
| Total Expense Ratio | 1.00 | 1.10 | 91% |
| Annual Report Gross Expense Ratio | 1.00 | 1.37 | 73% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 20.827 | 12.649 | 165% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 263M | 53,992% |
| Annual Yield % from dividends | 1.17 | 0.85 | 138% |
| Returns for 1 year | 12.76 | 8.60 | 148% |
| Returns for 3 years | 63.77 | 55.70 | 114% |
| Returns for 5 years | 57.65 | 58.40 | 99% |
| Returns for 10 years | 101.66 | 130.91 | 78% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers