Interact to see
Advertisement
Advertisement
CWGFX vs TNBIX
CWGFX vs TNBIX Comparison
Open Charts CWGFX vs TNBIX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
1290 SmartBeta Equity I
Price$20.68
Change+$0.15 (+0.73%)
VolumeN/A
Net Assets242.14M
CWGFX vs TNBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. TNBIX commentary
Sep 08, 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 CWGFX is a Buy and TNBIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 138B vs. TNBIX (242M). CWGFX pays higher dividends than TNBIX: CWGFX (1.39) vs TNBIX (1.08). CWGFX was incepted earlier than TNBIX: CWGFX (25 years) vs TNBIX (11 years). TNBIX (1.12) is less costly to investors than CWGFX (0.80). TNBIX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than TNBIX: CWGFX (250) vs TNBIX (1000000). CWGFX annual gain was more profitable for investors over the last year : 13.11 vs. TNBIX (9.72). TNBIX return over 5 years is better than : 56.53 vs. CWGFX (46.91).
| CWGFX | TNBIX | CWGFX / TNBIX | |
| Total Expense Ratio | 0.80 | 0.85 | 94% |
| Annual Report Gross Expense Ratio | 0.80 | 1.12 | 71% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 16.146 | 11.084 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 242M | 57,025% |
| Annual Yield % from dividends | 1.39 | 1.08 | 129% |
| Returns for 1 year | 13.11 | 9.72 | 135% |
| Returns for 3 years | 53.92 | 50.87 | 106% |
| Returns for 5 years | 46.91 | 56.53 | 83% |
| Returns for 10 years | 75.40 | 136.26 | 55% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SFREX | 10.20 | 0.13 | +1.29% |
| Schwab Fundamental Global Real Estt Idx | |||
| HNCTX | 21.23 | 0.15 | +0.71% |
| Hartford International Growth R5 | |||
| SMDVX | 18.64 | 0.06 | +0.32% |
| Hartford Schroders US MidCap Opps A | |||
| HBGIX | 21.84 | -0.05 | -0.23% |
| Hartford Disciplined Equity HLS IB | |||
| AULRX | 86.23 | -0.25 | -0.29% |
| American Century Ultra® R | |||