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RWIHX vs TNBRX
RWIHX vs TNBRX Comparison
Open Charts RWIHX vs TNBRX
American Funds Capital World Gr&Inc R5E
Price$63.52
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
1290 SmartBeta Equity R
Price$18.66
Change+$0.12 (+0.65%)
VolumeN/A
CapitalizationN/A
RWIHX vs TNBRX Comparison Chart
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RWIHX vs. TNBRX commentary
Dec 23, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 125B vs. TNBRX (217M). RWIHX pays higher dividends than TNBRX: RWIHX (1.86) vs TNBRX (0.92). RWIHX was incepted earlier than TNBRX: RWIHX (9 years) vs TNBRX (10 years). TNBRX is a more actively managed with annual turnover of: 34.00 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 : 14.46 vs. RWIHX (8.84). TNBRX return over 5 years is better than : 41.44 vs. RWIHX (29.56).
| RWIHX | TNBRX | RWIHX / TNBRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 7.875 | 13.433 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 217M | 57,604% |
| Annual Yield % from dividends | 1.86 | 0.92 | 202% |
| Returns for 1 year | 8.84 | 14.46 | 61% |
| Returns for 3 years | 6.70 | 15.23 | 44% |
| Returns for 5 years | 29.56 | 41.44 | 71% |
| Returns for 10 years | N/A | 97.33 | - |