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CWIEX vs TNBAX
CWIEX vs TNBAX Comparison
Open Charts CWIEX vs TNBAX
American Funds Capital World Gr&Inc 529E
Price$70.45
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets134.14B
1290 SmartBeta Equity A
Price$19.85
Change+$0.12 (+0.61%)
VolumeN/A
Net Assets226.8M
CWIEX vs TNBAX Comparison Chart in %
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CWIEX vs. TNBAX commentary
Jun 28, 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: 134B vs. TNBAX (227M). CWIEX pays higher dividends than TNBAX: CWIEX (1.31) vs TNBAX (0.90). 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 (9.41) and TNBAX (8.98) have marching annual gain over last year. TNBAX return over 5 years is better than : 63.94 vs. CWIEX (58.79).
| 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 | 12.283 | 6.335 | 194% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 227M | 59,031% |
| Annual Yield % from dividends | 1.31 | 0.90 | 144% |
| Returns for 1 year | 9.41 | 8.98 | 105% |
| Returns for 3 years | 47.38 | 44.74 | 106% |
| Returns for 5 years | 58.79 | 63.94 | 92% |
| Returns for 10 years | 77.42 | 113.42 | 68% |
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