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CWIEX vs TNBAX
CWIEX vs TNBAX Comparison
Open Charts CWIEX vs TNBAX
American Funds Capital World Gr&Inc 529E
Price$69.75
Change-$0.90 (-1.27%)
VolumeN/A
Net Assets132.89B
1290 SmartBeta Equity A
Price$19.85
Change-$0.15 (-0.75%)
VolumeN/A
Net Assets233.62M
CWIEX vs TNBAX Comparison Chart in %
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CWIEX vs. TNBAX commentary
Aug 03, 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 StrongBuy and TNBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 133B vs. TNBAX (234M). CWIEX pays higher dividends than TNBAX: CWIEX (1.25) vs TNBAX (0.89). CWIEX was incepted earlier than TNBAX: CWIEX (23 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 (9.50) and TNBAX (9.45) have marching annual gain over last year. TNBAX return over 5 years is better than : 55.37 vs. CWIEX (47.90).
| CWIEX | TNBAX | CWIEX / TNBAX | |
| Total Expense Ratio | 1.00 | 1.10 | 91% |
| Annual Report Gross Expense Ratio | 1.00 | 1.37 | 73% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 11.168 | 7.807 | 143% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 234M | 56,838% |
| Annual Yield % from dividends | 1.25 | 0.89 | 141% |
| Returns for 1 year | 9.50 | 9.45 | 100% |
| Returns for 3 years | 42.53 | 39.79 | 107% |
| Returns for 5 years | 47.90 | 55.37 | 87% |
| Returns for 10 years | 73.65 | 110.32 | 67% |
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