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CWIFX vs TNBRX
CWIFX vs TNBRX Comparison
Open Charts CWIFX vs TNBRX
American Funds Capital World Gr&Inc 529F
Price$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
1290 SmartBeta Equity R
Price$20.40
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets262.05M
CWIFX vs TNBRX Comparison Chart in %
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CWIFX vs. TNBRX commentary
Nov 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 Hold and TNBRX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. TNBRX (262M). CWIFX pays higher dividends than TNBRX: CWIFX (1.49) vs TNBRX (0.64). 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 : 12.35 vs. TNBRX (5.06). CWIFX (46.07) and TNBRX (45.65) 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 | 19.117 | 10.154 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 262M | 53,053% |
| Annual Yield % from dividends | 1.49 | 0.64 | 232% |
| Returns for 1 year | 12.35 | 5.06 | 244% |
| Returns for 3 years | 52.31 | 41.89 | 125% |
| Returns for 5 years | 46.07 | 45.65 | 101% |
| Returns for 10 years | 100.03 | 113.13 | 88% |
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