Interact to see
Advertisement
Advertisement
CWIEX vs TNBIX
CWIEX vs TNBIX Comparison
Open Charts CWIEX vs TNBIX
American Funds Capital World Gr&Inc 529E
Price$74.43
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
1290 SmartBeta Equity I
Price$20.77
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets245.18M
CWIEX vs TNBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. TNBIX commentary
Sep 18, 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 TNBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. TNBIX (245M). CWIEX pays higher dividends than TNBIX: CWIEX (1.22) vs TNBIX (1.08). CWIEX was incepted earlier than TNBIX: CWIEX (24 years) vs TNBIX (11 years). TNBIX (1.12) is less costly to investors than CWIEX (1.00). TNBIX is a more actively managed with annual turnover of: 32.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than TNBIX: CWIEX (250) vs TNBIX (1000000). CWIEX annual gain was more profitable for investors over the last year : 13.06 vs. TNBIX (8.39). TNBIX return over 5 years is better than : 59.44 vs. CWIEX (54.31).
| CWIEX | TNBIX | CWIEX / TNBIX | |
| Total Expense Ratio | 1.00 | 0.85 | 118% |
| Annual Report Gross Expense Ratio | 1.00 | 1.12 | 89% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 18.863 | 11.897 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 245M | 57,551% |
| Annual Yield % from dividends | 1.22 | 1.08 | 113% |
| Returns for 1 year | 13.06 | 8.39 | 156% |
| Returns for 3 years | 58.68 | 53.36 | 110% |
| Returns for 5 years | 54.31 | 59.44 | 91% |
| Returns for 10 years | 99.65 | 138.72 | 72% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement