CWIFX
Price
$72.68
Change
+$1.02 (+1.42%)
Updated
Aug 22 closing price
Net Assets
137.35B
TNBAX
Price
$20.61
Change
+$0.20 (+0.98%)
Updated
Aug 22 closing price
Net Assets
241.59M
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CWIFX vs TNBAX

Header iconCWIFX vs TNBAX Comparison
Open Charts CWIFX vs TNBAXBanner chart's image
American Funds Capital World Gr&Inc 529F
Price$72.68
Change+$1.02 (+1.42%)
VolumeN/A
Net Assets137.35B
1290 SmartBeta Equity A
Price$20.61
Change+$0.20 (+0.98%)
VolumeN/A
Net Assets241.59M
CWIFX vs TNBAX Comparison Chart in %
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CWIFX vs. TNBAX commentary
Aug 26, 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.

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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. TNBAX (242M). 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 annual gain was more profitable for investors over the last year : 11.24 vs. TNBAX (9.71). TNBAX (55.32) and CWIFX (52.87) have equivalent 5 years return.
CWIFXTNBAXCWIFX / TNBAX
Total Expense Ratio0.861.1078%
Annual Report Gross Expense Ratio0.861.3763%
Fund Existence23 years11 years-
Gain YTD15.89011.105143%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets137B242M56,612%
Annual Yield % from dividends1.600.89181%
Returns for 1 year11.249.71116%
Returns for 3 years48.8142.77114%
Returns for 5 years52.8755.3296%
Returns for 10 years107.39137.8878%
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