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CWIFX vs TNBRX
CWIFX vs TNBRX Comparison
Open Charts CWIFX vs TNBRX
American Funds Capital World Gr&Inc 529F
Price$74.08
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
1290 SmartBeta Equity R
Price$20.49
Change-$0.12 (-0.58%)
VolumeN/A
Net Assets245.53M
CWIFX vs TNBRX Comparison Chart in %
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CWIFX vs. TNBRX commentary
Sep 26, 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: 141B vs. TNBRX (246M). 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 : 10.51 vs. TNBRX (6.60). CWIFX (59.11) and TNBRX (56.97) 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 | 18.477 | 11.249 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 246M | 57,317% |
| Annual Yield % from dividends | 1.57 | 0.65 | 241% |
| Returns for 1 year | 10.51 | 6.60 | 159% |
| Returns for 3 years | 70.53 | 58.72 | 120% |
| Returns for 5 years | 59.11 | 56.97 | 104% |
| Returns for 10 years | 117.61 | 134.05 | 88% |
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