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CWIFX vs TNBAX
CWIFX vs TNBAX Comparison
Open Charts CWIFX vs TNBAX
American Funds Capital World Gr&Inc 529F
Price$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
1290 SmartBeta Equity A
Price$20.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets262.05M
CWIFX vs TNBAX Comparison Chart in %
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CWIFX vs. TNBAX commentary
Nov 20, 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 Hold and TNBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. TNBAX (262M). CWIFX pays higher dividends than TNBAX: CWIFX (1.49) vs TNBAX (0.85). 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 : 12.35 vs. TNBAX (5.32). TNBAX (47.50) and CWIFX (46.07) 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 | 19.117 | 10.397 | 184% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 262M | 53,053% |
| Annual Yield % from dividends | 1.49 | 0.85 | 175% |
| Returns for 1 year | 12.35 | 5.32 | 232% |
| Returns for 3 years | 52.31 | 42.97 | 122% |
| Returns for 5 years | 46.07 | 47.50 | 97% |
| Returns for 10 years | 100.03 | 118.11 | 85% |
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