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CWIFX vs TNBIX
CWIFX vs TNBIX Comparison
Open Charts CWIFX vs TNBIX
American Funds Capital World Gr&Inc 529F
Price$71.60
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets136.03B
1290 SmartBeta Equity I
Price$20.39
Change+$0.10 (+0.49%)
VolumeN/A
Net Assets237.7M
CWIFX vs TNBIX Comparison Chart in %
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CWIFX vs. TNBIX commentary
Aug 10, 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: 136B vs. TNBIX (238M). CWIFX pays higher dividends than TNBIX: CWIFX (1.60) vs TNBIX (1.10). 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 : 14.51 vs. TNBIX (13.24). TNBIX return over 5 years is better than : 57.16 vs. CWIFX (52.03).
| 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 | 14.167 | 9.738 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 238M | 57,143% |
| Annual Yield % from dividends | 1.60 | 1.10 | 145% |
| Returns for 1 year | 14.51 | 13.24 | 110% |
| Returns for 3 years | 46.29 | 41.97 | 110% |
| Returns for 5 years | 52.03 | 57.16 | 91% |
| Returns for 10 years | 86.00 | 119.40 | 72% |
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