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RWIHX vs TNBAX
RWIHX vs TNBAX Comparison
Open Charts RWIHX vs TNBAX
American Funds Capital World Gr&Inc R5E
Price$63.52
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
1290 SmartBeta Equity A
Price$18.69
Change+$0.12 (+0.65%)
VolumeN/A
CapitalizationN/A
RWIHX vs TNBAX Comparison Chart
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RWIHX vs. TNBAX commentary
Dec 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 RWIHX is a Buy and TNBAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 125B vs. TNBAX (217M). RWIHX pays higher dividends than TNBAX: RWIHX (1.86) vs TNBAX (1.14). RWIHX was incepted earlier than TNBAX: RWIHX (9 years) vs TNBAX (10 years). TNBAX is a more actively managed with annual turnover of: 34.00 vs. RWIHX (27.00). RWIHX has a lower initial minimum investment than TNBAX: RWIHX (250) vs TNBAX (1000). TNBAX annual gain was more profitable for investors over the last year : 14.76 vs. RWIHX (8.84). TNBAX return over 5 years is better than : 43.19 vs. RWIHX (29.56).
| RWIHX | TNBAX | RWIHX / TNBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 7.875 | 13.718 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 217M | 57,604% |
| Annual Yield % from dividends | 1.86 | 1.14 | 164% |
| Returns for 1 year | 8.84 | 14.76 | 60% |
| Returns for 3 years | 6.70 | 16.11 | 42% |
| Returns for 5 years | 29.56 | 43.19 | 68% |
| Returns for 10 years | N/A | 101.75 | - |