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RWIFX vs TNBRX
RWIFX vs TNBRX Comparison
Open Charts RWIFX vs TNBRX
American Funds Capital World Gr&Inc R5
Price$72.96
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets136.06B
1290 SmartBeta Equity R
Price$20.54
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets240.42M
RWIFX vs TNBRX Comparison Chart in %
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RWIFX vs. TNBRX commentary
Sep 05, 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: 136B vs. TNBRX (240M). RWIFX pays higher dividends than TNBRX: RWIFX (1.69) vs TNBRX (0.65). 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). RWIFX annual gain was more profitable for investors over the last year : 12.53 vs. TNBRX (8.26). TNBRX return over 5 years is better than : 51.80 vs. RWIFX (48.05).
| 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 | 15.881 | 10.107 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 240M | 56,667% |
| Annual Yield % from dividends | 1.69 | 0.65 | 259% |
| Returns for 1 year | 12.53 | 8.26 | 152% |
| Returns for 3 years | 53.99 | 47.20 | 114% |
| Returns for 5 years | 48.05 | 51.80 | 93% |
| Returns for 10 years | 80.82 | 129.93 | 62% |
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