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CWIEX vs TNBAX
CWIEX vs TNBAX Comparison
Open Charts CWIEX vs TNBAX
American Funds Capital World Gr&Inc 529E
Price$74.32
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
1290 SmartBeta Equity A
Price$20.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets262.05M
CWIEX vs TNBAX Comparison Chart in %
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CWIEX vs. TNBAX commentary
Nov 20, 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 Hold and TNBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. TNBAX (262M). CWIEX pays higher dividends than TNBAX: CWIEX (1.15) 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 : 11.90 vs. TNBAX (5.32). TNBAX return over 5 years is better than : 47.50 vs. CWIEX (43.18).
| 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 | 18.687 | 10.397 | 180% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 262M | 53,053% |
| Annual Yield % from dividends | 1.15 | 0.85 | 134% |
| Returns for 1 year | 11.90 | 5.32 | 224% |
| Returns for 3 years | 50.53 | 42.97 | 118% |
| Returns for 5 years | 43.18 | 47.50 | 91% |
| Returns for 10 years | 91.78 | 118.11 | 78% |
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