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CWGFX vs TNBIX
CWGFX vs TNBIX Comparison
Open Charts CWGFX vs TNBIX
American Funds Capital World Gr&Inc F1
Price$72.30
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
1290 SmartBeta Equity I
Price$20.36
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets236.68M
CWGFX vs TNBIX Comparison Chart in %
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CWGFX vs. TNBIX commentary
Jul 28, 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: 137B vs. TNBIX (237M). CWGFX pays higher dividends than TNBIX: CWGFX (1.42) vs TNBIX (1.11). CWGFX was incepted earlier than TNBIX: CWGFX (24 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 : 13.72 vs. TNBIX (12.80). TNBIX return over 5 years is better than : 60.61 vs. CWGFX (50.98).
| CWGFX | TNBIX | CWGFX / TNBIX | |
| Total Expense Ratio | 0.80 | 0.85 | 94% |
| Annual Report Gross Expense Ratio | 0.80 | 1.12 | 71% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 14.969 | 9.545 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 237M | 57,806% |
| Annual Yield % from dividends | 1.42 | 1.11 | 129% |
| Returns for 1 year | 13.72 | 12.80 | 107% |
| Returns for 3 years | 50.80 | 47.03 | 108% |
| Returns for 5 years | 50.98 | 60.61 | 84% |
| Returns for 10 years | 62.85 | 120.29 | 52% |