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$73.98
Change-$0.50 (-0.67%)
VolumeN/A
Net Assets140.58B
1290 SmartBeta Equity R
Price$20.49
Change-$0.12 (-0.58%)
VolumeN/A
Net Assets245.53M
CWIEX vs TNBRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. TNBRX commentary
Sep 26, 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 Hold and TNBRX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. TNBRX (246M). 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 : 10.08 vs. TNBRX (6.60). TNBRX (56.97) and CWIEX (56.00) have equivalent 5 years return.
| 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 | 18.144 | 11.249 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 246M | 57,317% |
| Annual Yield % from dividends | 1.22 | 0.65 | 188% |
| Returns for 1 year | 10.08 | 6.60 | 153% |
| Returns for 3 years | 68.57 | 58.72 | 117% |
| Returns for 5 years | 56.00 | 56.97 | 98% |
| Returns for 10 years | 108.70 | 134.05 | 81% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement