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RWIFX vs TNBIX
RWIFX vs TNBIX Comparison
Open Charts RWIFX vs TNBIX
American Funds Capital World Gr&Inc R5
Price$65.07
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
1290 SmartBeta Equity I
Price$18.97
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets213.54M
RWIFX vs TNBIX Comparison Chart
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RWIFX vs. TNBIX commentary
May 09, 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 RWIFX is a Buy and TNBIX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 124B vs. TNBIX (214M). RWIFX pays higher dividends than TNBIX: RWIFX (1.91) vs TNBIX (1.18). RWIFX was incepted earlier than TNBIX: RWIFX (23 years) vs TNBIX (10 years). TNBIX (1.12) is less costly to investors than RWIFX (0.46). TNBIX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than TNBIX: RWIFX (250) vs TNBIX (1000000). TNBIX annual gain was more profitable for investors over the last year : 8.61 vs. RWIFX (2.59). TNBIX return over 5 years is better than : 65.05 vs. RWIFX (52.29).
| RWIFX | TNBIX | RWIFX / TNBIX | |
| Total Expense Ratio | 0.46 | 0.85 | 54% |
| Annual Report Gross Expense Ratio | 0.46 | 1.12 | 41% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 2.761 | 1.952 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 214M | 57,944% |
| Annual Yield % from dividends | 1.91 | 1.18 | 162% |
| Returns for 1 year | 2.59 | 8.61 | 30% |
| Returns for 3 years | 31.72 | 31.87 | 100% |
| Returns for 5 years | 52.29 | 65.05 | 80% |
| Returns for 10 years | 42.48 | 102.27 | 42% |