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CWIAX vs TNBIX
CWIAX vs TNBIX Comparison
Open Charts CWIAX vs TNBIX
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
1290 SmartBeta Equity I
Price$20.16
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets231.79M
CWIAX vs TNBIX Comparison Chart in %
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CWIAX vs. TNBIX commentary
Jul 07, 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: 136B vs. TNBIX (232M). CWIAX pays higher dividends than TNBIX: CWIAX (1.46) vs TNBIX (1.11). CWIAX was incepted earlier than TNBIX: CWIAX (23 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). TNBIX annual gain was more profitable for investors over the last year : 10.60 vs. CWIAX (9.32). TNBIX return over 5 years is better than : 64.07 vs. CWIAX (56.88).
| CWIAX | TNBIX | CWIAX / TNBIX | |
| Total Expense Ratio | 0.78 | 0.85 | 92% |
| Annual Report Gross Expense Ratio | 0.78 | 1.12 | 70% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 13.573 | 8.470 | 160% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 232M | 58,621% |
| Annual Yield % from dividends | 1.46 | 1.11 | 132% |
| Returns for 1 year | 9.32 | 10.60 | 88% |
| Returns for 3 years | 51.64 | 47.72 | 108% |
| Returns for 5 years | 56.88 | 64.07 | 89% |
| Returns for 10 years | 84.28 | 122.02 | 69% |
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