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RWIFX vs TNBRX
RWIFX vs TNBRX Comparison
Open Charts RWIFX vs TNBRX
American Funds Capital World Gr&Inc R5
Price$67.14
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets128.47B
1290 SmartBeta Equity R
Price$19.29
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets219.27M
RWIFX vs TNBRX Comparison Chart
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RWIFX vs. TNBRX commentary
May 23, 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 TNBRX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. TNBRX (219M). RWIFX pays higher dividends than TNBRX: RWIFX (1.91) vs TNBRX (0.71). RWIFX was incepted earlier than TNBRX: RWIFX (23 years) vs TNBRX (11 years). TNBRX (1.62) is less costly to investors than RWIFX (0.46). TNBRX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). TNBRX has a lower initial minimum investment than RWIFX: TNBRX (0) vs RWIFX (250). TNBRX annual gain was more profitable for investors over the last year : 8.71 vs. RWIFX (3.79). TNBRX return over 5 years is better than : 64.80 vs. RWIFX (56.08).
| RWIFX | TNBRX | RWIFX / TNBRX | |
| Total Expense Ratio | 0.46 | 1.35 | 34% |
| Annual Report Gross Expense Ratio | 0.46 | 1.62 | 28% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 6.030 | 4.305 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 219M | 58,447% |
| Annual Yield % from dividends | 1.91 | 0.71 | 269% |
| Returns for 1 year | 3.79 | 8.71 | 44% |
| Returns for 3 years | 31.00 | 35.90 | 86% |
| Returns for 5 years | 56.08 | 64.80 | 87% |
| Returns for 10 years | 45.78 | 97.56 | 47% |
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