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RWIHX vs TNBAX
RWIHX vs TNBAX Comparison
Open Charts RWIHX vs TNBAX
American Funds Capital World Gr&Inc R5E
Price$62.98
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
1290 SmartBeta Equity A
Price$18.49
Change+$0.18 (+0.98%)
VolumeN/A
Net Assets212.38M
RWIHX vs TNBAX Comparison Chart
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RWIHX vs. TNBAX commentary
Apr 25, 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: 119B vs. TNBAX (212M). RWIHX pays higher dividends than TNBAX: RWIHX (1.84) vs TNBAX (0.95). RWIHX was incepted earlier than TNBAX: RWIHX (9 years) vs TNBAX (10 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 : 7.17 vs. RWIHX (1.64). TNBAX return over 5 years is better than : 61.96 vs. RWIHX (52.09).
| RWIHX | TNBAX | RWIHX / TNBAX | |
| Total Expense Ratio | 0.56 | 1.10 | 51% |
| Annual Report Gross Expense Ratio | 0.56 | 1.37 | 41% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | -0.313 | -1.289 | 24% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 212M | 56,132% |
| Annual Yield % from dividends | 1.84 | 0.95 | 193% |
| Returns for 1 year | 1.64 | 7.17 | 23% |
| Returns for 3 years | 19.07 | 21.76 | 88% |
| Returns for 5 years | 52.09 | 61.96 | 84% |
| Returns for 10 years | N/A | 91.28 | - |
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