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RWIHX vs TNBRX
RWIHX vs TNBRX Comparison
Open Charts RWIHX vs TNBRX
American Funds Capital World Gr&Inc R5E
Price$68.94
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
1290 SmartBeta Equity R
Price$19.66
Change+$0.11 (+0.56%)
VolumeN/A
Net Assets223.01M
RWIHX vs TNBRX Comparison Chart
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RWIHX vs. TNBRX 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 TNBRX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 131B vs. TNBRX (223M). RWIHX pays higher dividends than TNBRX: RWIHX (1.72) vs TNBRX (0.68). RWIHX was incepted earlier than TNBRX: RWIHX (10 years) vs TNBRX (11 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 : 9.03 vs. RWIHX (6.55). TNBRX return over 5 years is better than : 51.55 vs. RWIHX (46.81).
| RWIHX | TNBRX | RWIHX / TNBRX | |
| Total Expense Ratio | 0.56 | 1.35 | 41% |
| Annual Report Gross Expense Ratio | 0.56 | 1.62 | 35% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 9.121 | 5.559 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 223M | 58,744% |
| Annual Yield % from dividends | 1.72 | 0.68 | 252% |
| Returns for 1 year | 6.55 | 9.03 | 73% |
| Returns for 3 years | 29.62 | 33.10 | 89% |
| Returns for 5 years | 46.81 | 51.55 | 91% |
| Returns for 10 years | N/A | 105.65 | - |
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