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CWIFX vs TNBRX
CWIFX vs TNBRX Comparison
Open Charts CWIFX vs TNBRX
American Funds Capital World Gr&Inc 529F
Price$72.19
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
1290 SmartBeta Equity R
Price$20.23
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets236.68M
CWIFX vs TNBRX Comparison Chart in %
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CWIFX vs. TNBRX commentary
Jul 27, 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: 137B vs. TNBRX (237M). CWIFX pays higher dividends than TNBRX: CWIFX (1.60) vs TNBRX (0.67). 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 : 13.93 vs. TNBRX (12.23). TNBRX (56.60) and CWIFX (56.36) 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 | 15.108 | 9.237 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 237M | 57,806% |
| Annual Yield % from dividends | 1.60 | 0.67 | 240% |
| Returns for 1 year | 13.93 | 12.23 | 114% |
| Returns for 3 years | 53.13 | 44.83 | 119% |
| Returns for 5 years | 56.36 | 56.60 | 100% |
| Returns for 10 years | 88.17 | 110.53 | 80% |
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