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CWIEX vs TNBRX
CWIEX vs TNBRX Comparison
Open Charts CWIEX vs TNBRX
American Funds Capital World Gr&Inc 529E
Price$72.06
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
1290 SmartBeta Equity R
Price$20.23
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets236.68M
CWIEX vs TNBRX Comparison Chart in %
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CWIEX vs. TNBRX commentary
Jul 27, 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: 137B vs. TNBRX (237M). CWIEX pays higher dividends than TNBRX: CWIEX (1.25) vs TNBRX (0.67). CWIEX was incepted earlier than TNBRX: CWIEX (23 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 : 13.48 vs. TNBRX (12.23). TNBRX return over 5 years is better than : 56.60 vs. CWIEX (53.28).
| CWIEX | TNBRX | CWIEX / TNBRX | |
| Total Expense Ratio | 1.00 | 1.35 | 74% |
| Annual Report Gross Expense Ratio | 1.00 | 1.62 | 62% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 14.849 | 9.237 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 237M | 57,806% |
| Annual Yield % from dividends | 1.25 | 0.67 | 187% |
| Returns for 1 year | 13.48 | 12.23 | 110% |
| Returns for 3 years | 51.35 | 44.83 | 115% |
| Returns for 5 years | 53.28 | 56.60 | 94% |
| Returns for 10 years | 80.39 | 110.53 | 73% |
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