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RWIFX vs TNBRX
RWIFX vs TNBRX Comparison
Open Charts RWIFX vs TNBRX
American Funds Capital World Gr&Inc R5
Price$68.22
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
1290 SmartBeta Equity R
Price$19.72
Change+$0.07 (+0.36%)
VolumeN/A
CapitalizationN/A
RWIFX vs TNBRX Comparison Chart
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RWIFX vs. TNBRX commentary
Nov 23, 2024
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 StrongBuy and TNBRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 126B vs. TNBRX (220M). RWIFX pays higher dividends than TNBRX: RWIFX (1.94) vs TNBRX (0.92). RWIFX was incepted earlier than TNBRX: RWIFX (23 years) vs TNBRX (10 years). TNBRX is a more actively managed with annual turnover of: 34.00 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 : 24.78 vs. RWIFX (19.59). TNBRX return over 5 years is better than : 51.33 vs. RWIFX (42.45).
| RWIFX | TNBRX | RWIFX / TNBRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 15.018 | 19.065 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 220M | 57,273% |
| Annual Yield % from dividends | 1.94 | 0.92 | 211% |
| Returns for 1 year | 19.59 | 24.78 | 79% |
| Returns for 3 years | 7.02 | 13.48 | 52% |
| Returns for 5 years | 42.45 | 51.33 | 83% |
| Returns for 10 years | 51.94 | 106.72 | 49% |
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