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RWIHX vs TNBAX
RWIHX vs TNBAX Comparison
Open Charts RWIHX vs TNBAX
American Funds Capital World Gr&Inc R5E
Price$61.53
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
1290 SmartBeta Equity A
Price$18.39
Change-$0.41 (-2.18%)
VolumeN/A
Net Assets220.07M
RWIHX vs TNBAX Comparison Chart
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RWIHX vs. TNBAX commentary
Apr 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 RWIHX is a Buy and TNBAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 123B vs. TNBAX (220M). 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 : 7.75 vs. RWIHX (0.42). TNBAX return over 5 years is better than : 83.17 vs. RWIHX (69.42).
| 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 | 0.906 | 1.325 | 68% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 220M | 55,909% |
| Annual Yield % from dividends | 1.84 | 0.95 | 193% |
| Returns for 1 year | 0.42 | 7.75 | 5% |
| Returns for 3 years | 12.01 | 19.63 | 61% |
| Returns for 5 years | 69.42 | 83.17 | 83% |
| Returns for 10 years | N/A | 99.40 | - |
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