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RWIFX vs TNBRX
RWIFX vs TNBRX Comparison
Open Charts RWIFX vs TNBRX
American Funds Capital World Gr&Inc R5
Price$69.70
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets132.87B
1290 SmartBeta Equity R
Price$19.57
Change-$0.07 (-0.36%)
VolumeN/A
Net Assets225.95M
RWIFX vs TNBRX Comparison Chart in %
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RWIFX vs. TNBRX commentary
Jun 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 RWIFX is a StrongBuy and TNBRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 133B vs. TNBRX (226M). RWIFX pays higher dividends than TNBRX: RWIFX (1.80) vs TNBRX (0.68). 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 : 8.41 vs. RWIFX (7.96). TNBRX return over 5 years is better than : 61.58 vs. RWIFX (55.72).
| 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 | 10.703 | 6.018 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 226M | 58,850% |
| Annual Yield % from dividends | 1.80 | 0.68 | 265% |
| Returns for 1 year | 7.96 | 8.41 | 95% |
| Returns for 3 years | 44.50 | 41.22 | 108% |
| Returns for 5 years | 55.72 | 61.58 | 90% |
| Returns for 10 years | 55.95 | 103.34 | 54% |
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