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RWIHX vs TNBRX
RWIHX vs TNBRX Comparison
Open Charts RWIHX vs TNBRX
American Funds Capital World Gr&Inc R5E
Price$64.89
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.44B
1290 SmartBeta Equity R
Price$18.87
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets213.54M
RWIHX vs TNBRX Comparison Chart
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RWIHX vs. TNBRX commentary
May 09, 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 TNBRX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 124B vs. TNBRX (214M). RWIHX pays higher dividends than TNBRX: RWIHX (1.82) vs TNBRX (0.71). RWIHX was incepted earlier than TNBRX: RWIHX (9 years) vs TNBRX (10 years). TNBRX (1.62) is less costly to investors than RWIHX (0.56). TNBRX is a more actively managed with annual turnover of: 32.00 vs. RWIHX (27.00). TNBRX has a lower initial minimum investment than RWIHX: TNBRX (0) vs RWIHX (250). TNBRX annual gain was more profitable for investors over the last year : 8.35 vs. RWIHX (2.45). TNBRX return over 5 years is better than : 61.34 vs. RWIHX (51.71).
| RWIHX | TNBRX | RWIHX / TNBRX | |
| Total Expense Ratio | 0.56 | 1.35 | 41% |
| Annual Report Gross Expense Ratio | 0.56 | 1.62 | 35% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 2.710 | 2.031 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 214M | 57,944% |
| Annual Yield % from dividends | 1.82 | 0.71 | 256% |
| Returns for 1 year | 2.45 | 8.35 | 29% |
| Returns for 3 years | 31.39 | 33.14 | 95% |
| Returns for 5 years | 51.71 | 61.34 | 84% |
| Returns for 10 years | N/A | 94.74 | - |