Interact to see
Advertisement
Advertisement
CWIFX vs TNBIX
CWIFX vs TNBIX Comparison
Open Charts CWIFX vs TNBIX
American Funds Capital World Gr&Inc 529F
Price$71.45
Change+$0.09 (+0.13%)
VolumeN/A
Net Assets136.1B
1290 SmartBeta Equity I
Price$20.08
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets232.66M
CWIFX vs TNBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. TNBIX commentary
Jul 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 Buy and TNBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 136B vs. TNBIX (233M). CWIFX pays higher dividends than TNBIX: CWIFX (1.60) vs TNBIX (1.11). CWIFX was incepted earlier than TNBIX: CWIFX (23 years) vs TNBIX (11 years). TNBIX (1.12) is less costly to investors than CWIFX (0.86). TNBIX is a more actively managed with annual turnover of: 32.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than TNBIX: CWIFX (250) vs TNBIX (1000000). CWIFX annual gain was more profitable for investors over the last year : 10.13 vs. TNBIX (8.95). TNBIX return over 5 years is better than : 58.58 vs. CWIFX (54.45).
| CWIFX | TNBIX | CWIFX / TNBIX | |
| Total Expense Ratio | 0.86 | 0.85 | 101% |
| Annual Report Gross Expense Ratio | 0.86 | 1.12 | 77% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 13.928 | 8.024 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 233M | 58,369% |
| Annual Yield % from dividends | 1.60 | 1.11 | 145% |
| Returns for 1 year | 10.13 | 8.95 | 113% |
| Returns for 3 years | 51.16 | 45.42 | 113% |
| Returns for 5 years | 54.45 | 58.58 | 93% |
| Returns for 10 years | 83.36 | 115.14 | 72% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers