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CWIEX vs TNBAX
CWIEX vs TNBAX Comparison
Open Charts CWIEX vs TNBAX
American Funds Capital World Gr&Inc 529E
Price$64.76
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
1290 SmartBeta Equity A
Price$18.93
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets213.46M
CWIEX vs TNBAX Comparison Chart
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CWIEX vs. TNBAX commentary
May 12, 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: 125B vs. TNBAX (213M). CWIEX pays higher dividends than TNBAX: CWIEX (1.38) vs TNBAX (0.94). 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). TNBAX annual gain was more profitable for investors over the last year : 7.87 vs. CWIEX (1.96). TNBAX return over 5 years is better than : 63.26 vs. CWIEX (53.73).
| 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 | 2.755 | 2.029 | 136% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 213M | 58,685% |
| Annual Yield % from dividends | 1.38 | 0.94 | 147% |
| Returns for 1 year | 1.96 | 7.87 | 25% |
| Returns for 3 years | 31.61 | 34.13 | 93% |
| Returns for 5 years | 53.73 | 63.26 | 85% |
| Returns for 10 years | 58.24 | 99.62 | 58% |
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