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CWIFX vs TNBIX
CWIFX vs TNBIX Comparison
Open Charts CWIFX vs TNBIX
American Funds Capital World Gr&Inc 529F
Price$74.53
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
1290 SmartBeta Equity I
Price$20.77
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets245.18M
CWIFX vs TNBIX Comparison Chart in %
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CWIFX vs. TNBIX commentary
Sep 18, 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 TNBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. TNBIX (245M). CWIFX pays higher dividends than TNBIX: CWIFX (1.57) vs TNBIX (1.08). 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 : 13.51 vs. TNBIX (8.39). TNBIX (59.44) and CWIFX (57.39) have equivalent 5 years return.
| 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 | 19.197 | 11.897 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 245M | 57,551% |
| Annual Yield % from dividends | 1.57 | 1.08 | 145% |
| Returns for 1 year | 13.51 | 8.39 | 161% |
| Returns for 3 years | 60.57 | 53.36 | 114% |
| Returns for 5 years | 57.39 | 59.44 | 97% |
| Returns for 10 years | 108.25 | 138.72 | 78% |
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