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RWIHX vs TNBRX
RWIHX vs TNBRX Comparison
Open Charts RWIHX vs TNBRX
American Funds Capital World Gr&Inc R5E
Price$60.71
Change+$1.10 (+1.85%)
VolumeN/A
Net Assets115.05B
1290 SmartBeta Equity R
Price$18.11
Change+$0.32 (+1.80%)
VolumeN/A
Net Assets206.78M
RWIHX vs TNBRX Comparison Chart
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RWIHX vs. TNBRX commentary
Apr 12, 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: 115B vs. TNBRX (207M). RWIHX pays higher dividends than TNBRX: RWIHX (1.84) 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 : 2.67 vs. RWIHX (-4.00). TNBRX return over 5 years is better than : 54.92 vs. RWIHX (48.09).
| 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 | -3.906 | -3.976 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 207M | 55,556% |
| Annual Yield % from dividends | 1.84 | 0.71 | 257% |
| Returns for 1 year | -4.00 | 2.67 | -149% |
| Returns for 3 years | 11.14 | 15.38 | 72% |
| Returns for 5 years | 48.09 | 54.92 | 88% |
| Returns for 10 years | N/A | 83.63 | - |
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