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CWIFX vs TNBAX
CWIFX vs TNBAX Comparison
Open Charts CWIFX vs TNBAX
American Funds Capital World Gr&Inc 529F
Price$70.55
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
CWIFX vs TNBAX Comparison Chart in %
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CWIFX 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 CWIFX is a StrongBuy and TNBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 134B vs. TNBAX (227M). CWIFX pays higher dividends than TNBAX: CWIFX (1.68) vs TNBAX (0.90). CWIFX was incepted earlier than TNBAX: CWIFX (23 years) vs TNBAX (11 years). TNBAX (1.37) is less costly to investors than CWIFX (0.86). TNBAX is a more actively managed with annual turnover of: 32.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than TNBAX: CWIFX (250) vs TNBAX (1000). CWIFX annual gain was more profitable for investors over the last year : 9.84 vs. TNBAX (8.98). TNBAX (63.94) and CWIFX (61.97) have equivalent 5 years return.
| CWIFX | TNBAX | CWIFX / TNBAX | |
| Total Expense Ratio | 0.86 | 1.10 | 78% |
| Annual Report Gross Expense Ratio | 0.86 | 1.37 | 63% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 12.493 | 6.335 | 197% |
| 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 | 1.68 | 0.90 | 185% |
| Returns for 1 year | 9.84 | 8.98 | 110% |
| Returns for 3 years | 49.11 | 44.74 | 110% |
| Returns for 5 years | 61.97 | 63.94 | 97% |
| Returns for 10 years | 85.08 | 113.42 | 75% |
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