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CWIFX vs TNBRX
CWIFX vs TNBRX Comparison
Open Charts CWIFX vs TNBRX
American Funds Capital World Gr&Inc 529F
Price$72.60
Change+$0.52 (+0.72%)
VolumeN/A
Net Assets136.06B
1290 SmartBeta Equity R
Price$20.54
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets240.42M
CWIFX vs TNBRX Comparison Chart in %
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CWIFX vs. TNBRX commentary
Sep 05, 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 TNBRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 136B vs. TNBRX (240M). CWIFX pays higher dividends than TNBRX: CWIFX (1.57) vs TNBRX (0.65). CWIFX was incepted earlier than TNBRX: CWIFX (23 years) vs TNBRX (11 years). TNBRX (1.62) is less costly to investors than CWIFX (0.86). TNBRX is a more actively managed with annual turnover of: 32.00 vs. CWIFX (27.00). TNBRX has a lower initial minimum investment than CWIFX: TNBRX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 12.33 vs. TNBRX (8.26). TNBRX (51.80) and CWIFX (51.43) have equivalent 5 years return.
| CWIFX | TNBRX | CWIFX / TNBRX | |
| Total Expense Ratio | 0.86 | 1.35 | 64% |
| Annual Report Gross Expense Ratio | 0.86 | 1.62 | 53% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 15.762 | 10.107 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 240M | 56,667% |
| Annual Yield % from dividends | 1.57 | 0.65 | 241% |
| Returns for 1 year | 12.33 | 8.26 | 149% |
| Returns for 3 years | 54.96 | 47.20 | 116% |
| Returns for 5 years | 51.43 | 51.80 | 99% |
| Returns for 10 years | 106.25 | 129.93 | 82% |
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