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CWIFX vs TNBAX
CWIFX vs TNBAX Comparison
Open Charts CWIFX vs TNBAX
American Funds Capital World Gr&Inc 529F
Price$69.88
Change-$0.90 (-1.27%)
VolumeN/A
Net Assets132.89B
1290 SmartBeta Equity A
Price$19.85
Change-$0.15 (-0.75%)
VolumeN/A
Net Assets233.62M
CWIFX vs TNBAX Comparison Chart in %
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CWIFX vs. TNBAX commentary
Aug 03, 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: 133B vs. TNBAX (234M). CWIFX pays higher dividends than TNBAX: CWIFX (1.60) vs TNBAX (0.89). 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 (9.93) and TNBAX (9.45) have marching annual gain over last year. TNBAX return over 5 years is better than : 55.37 vs. CWIFX (50.88).
| 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 | 11.425 | 7.807 | 146% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 234M | 56,838% |
| Annual Yield % from dividends | 1.60 | 0.89 | 181% |
| Returns for 1 year | 9.93 | 9.45 | 105% |
| Returns for 3 years | 44.19 | 39.79 | 111% |
| Returns for 5 years | 50.88 | 55.37 | 92% |
| Returns for 10 years | 81.11 | 110.32 | 74% |
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