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RWIHX vs TNBAX
RWIHX vs TNBAX Comparison
Open Charts RWIHX vs TNBAX
American Funds Capital World Gr&Inc R5E
Price$68.94
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
1290 SmartBeta Equity A
Price$19.71
Change+$0.10 (+0.51%)
VolumeN/A
Net Assets223.01M
RWIHX vs TNBAX Comparison Chart
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RWIHX vs. TNBAX commentary
Jun 07, 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 RWIHX is a Buy and TNBAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 131B vs. TNBAX (223M). RWIHX pays higher dividends than TNBAX: RWIHX (1.72) vs TNBAX (0.90). RWIHX was incepted earlier than TNBAX: RWIHX (10 years) vs TNBAX (11 years). TNBAX (1.37) is less costly to investors than RWIHX (0.56). TNBAX is a more actively managed with annual turnover of: 32.00 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 : 9.31 vs. RWIHX (6.55). TNBAX return over 5 years is better than : 53.49 vs. RWIHX (46.81).
| RWIHX | TNBAX | RWIHX / TNBAX | |
| Total Expense Ratio | 0.56 | 1.10 | 51% |
| Annual Report Gross Expense Ratio | 0.56 | 1.37 | 41% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 9.121 | 5.671 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 223M | 58,744% |
| Annual Yield % from dividends | 1.72 | 0.90 | 190% |
| Returns for 1 year | 6.55 | 9.31 | 70% |
| Returns for 3 years | 29.62 | 34.11 | 87% |
| Returns for 5 years | 46.81 | 53.49 | 88% |
| Returns for 10 years | N/A | 110.42 | - |