Interact to see
Advertisement
Advertisement
CWIEX vs TNBRX
CWIEX vs TNBRX Comparison
Open Charts CWIEX vs TNBRX
American Funds Capital World Gr&Inc 529E
Price$72.44
Change+$0.52 (+0.72%)
VolumeN/A
Net Assets136.06B
1290 SmartBeta Equity R
Price$20.54
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets240.42M
CWIEX vs TNBRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. TNBRX commentary
Sep 05, 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 TNBRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 136B vs. TNBRX (240M). CWIEX pays higher dividends than TNBRX: CWIEX (1.22) vs TNBRX (0.65). CWIEX was incepted earlier than TNBRX: CWIEX (24 years) vs TNBRX (11 years). TNBRX (1.62) is less costly to investors than CWIEX (1.00). TNBRX is a more actively managed with annual turnover of: 32.00 vs. CWIEX (27.00). TNBRX has a lower initial minimum investment than CWIEX: TNBRX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 11.88 vs. TNBRX (8.26). TNBRX return over 5 years is better than : 51.80 vs. CWIEX (48.46).
| CWIEX | TNBRX | CWIEX / TNBRX | |
| Total Expense Ratio | 1.00 | 1.35 | 74% |
| Annual Report Gross Expense Ratio | 1.00 | 1.62 | 62% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 15.455 | 10.107 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 240M | 56,667% |
| Annual Yield % from dividends | 1.22 | 0.65 | 188% |
| Returns for 1 year | 11.88 | 8.26 | 144% |
| Returns for 3 years | 53.16 | 47.20 | 113% |
| Returns for 5 years | 48.46 | 51.80 | 94% |
| Returns for 10 years | 97.77 | 129.93 | 75% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement