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CWIFX vs TNBAX
CWIFX vs TNBAX Comparison
Open Charts CWIFX vs TNBAX
American Funds Capital World Gr&Inc 529F
Price$75.78
Change+$0.34 (+0.45%)
VolumeN/A
Net Assets142.48B
1290 SmartBeta Equity A
Price$20.90
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets263.28M
CWIFX vs TNBAX Comparison Chart in %
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CWIFX vs. TNBAX commentary
Oct 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: 142B vs. TNBAX (263M). CWIFX pays higher dividends than TNBAX: CWIFX (1.53) 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 : 13.22 vs. TNBAX (8.60). CWIFX (60.81) and TNBAX (58.40) 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 | 21.196 | 12.649 | 168% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 263M | 53,992% |
| Annual Yield % from dividends | 1.53 | 0.85 | 179% |
| Returns for 1 year | 13.22 | 8.60 | 154% |
| Returns for 3 years | 65.69 | 55.70 | 118% |
| Returns for 5 years | 60.81 | 58.40 | 104% |
| Returns for 10 years | 110.35 | 130.91 | 84% |
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