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CWGFX vs TNBIX
CWGFX vs TNBIX Comparison
Open Charts CWGFX vs TNBIX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
1290 SmartBeta Equity I
Price$20.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets239.36M
CWGFX vs TNBIX Comparison Chart in %
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CWGFX vs. TNBIX commentary
Aug 18, 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 (239M). CWGFX pays higher dividends than TNBIX: CWGFX (1.42) vs TNBIX (1.10). 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 : 11.40 vs. TNBIX (10.35). TNBIX return over 5 years is better than : 56.57 vs. CWGFX (47.31).
| 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 | 15.446 | 10.479 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 239M | 57,322% |
| Annual Yield % from dividends | 1.42 | 1.10 | 129% |
| Returns for 1 year | 11.40 | 10.35 | 110% |
| Returns for 3 years | 41.09 | 38.05 | 108% |
| Returns for 5 years | 47.31 | 56.57 | 84% |
| Returns for 10 years | 64.09 | 120.67 | 53% |
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