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CWIFX vs TNBAX
CWIFX vs TNBAX Comparison
Open Charts CWIFX vs TNBAX
American Funds Capital World Gr&Inc 529F
Price$68.79
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
1290 SmartBeta Equity A
Price$19.71
Change+$0.10 (+0.51%)
VolumeN/A
Net Assets223.01M
CWIFX vs TNBAX Comparison Chart
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CWIFX vs. TNBAX commentary
Jun 07, 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 Buy and TNBAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. TNBAX (223M). 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). TNBAX annual gain was more profitable for investors over the last year : 9.31 vs. CWIFX (6.48). TNBAX (53.49) and CWIFX (51.48) 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 | 9.096 | 5.671 | 160% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 223M | 58,744% |
| Annual Yield % from dividends | 1.68 | 0.90 | 185% |
| Returns for 1 year | 6.48 | 9.31 | 70% |
| Returns for 3 years | 31.72 | 34.11 | 93% |
| Returns for 5 years | 51.48 | 53.49 | 96% |
| Returns for 10 years | 78.17 | 110.42 | 71% |