Ad is loading...
RWIFX vs TNBRX
RWIFX vs TNBRX Comparison
Open Charts RWIFX vs TNBRX
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
1290 SmartBeta Equity R
Price$19.09
Change-$0.19 (-0.99%)
VolumeN/A
Net Assets223.3M
RWIFX vs TNBRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIFX vs. TNBRX commentary
Feb 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 StrongBuy and TNBRX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. TNBRX (223M). 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 : 10.90 vs. RWIFX (7.41). TNBRX return over 5 years is better than : 40.70 vs. RWIFX (33.89).
| 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 | 4.358 | 3.086 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 223M | 57,399% |
| Annual Yield % from dividends | 1.94 | 0.92 | 211% |
| Returns for 1 year | 7.41 | 10.90 | 68% |
| Returns for 3 years | 17.26 | 26.15 | 66% |
| Returns for 5 years | 33.89 | 40.70 | 83% |
| Returns for 10 years | 46.04 | 96.76 | 48% |
View a ticker or compare two or three
VS
VS
Ad is loading...