Interact to see
Advertisement
Advertisement
CWIAX vs TNBIX
CWIAX vs TNBIX Comparison
Open Charts CWIAX vs TNBIX
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
1290 SmartBeta Equity I
Price$20.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets239.36M
CWIAX vs TNBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX 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 CWIAX is a Buy and TNBIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. TNBIX (239M). CWIAX pays higher dividends than TNBIX: CWIAX (1.46) vs TNBIX (1.10). CWIAX was incepted earlier than TNBIX: CWIAX (24 years) vs TNBIX (11 years). TNBIX (1.12) is less costly to investors than CWIAX (0.78). TNBIX is a more actively managed with annual turnover of: 32.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than TNBIX: CWIAX (250) vs TNBIX (1000000). CWIAX annual gain was more profitable for investors over the last year : 11.41 vs. TNBIX (10.35). TNBIX return over 5 years is better than : 56.57 vs. CWIAX (51.32).
| CWIAX | TNBIX | CWIAX / TNBIX | |
| Total Expense Ratio | 0.78 | 0.85 | 92% |
| Annual Report Gross Expense Ratio | 0.78 | 1.12 | 70% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 15.485 | 10.479 | 148% |
| Front Load | 4% | 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 | 1.46 | 1.10 | 132% |
| Returns for 1 year | 11.41 | 10.35 | 110% |
| Returns for 3 years | 42.58 | 38.05 | 112% |
| Returns for 5 years | 51.32 | 56.57 | 91% |
| Returns for 10 years | 85.94 | 120.67 | 71% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement