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CWIAX vs TNBIX
CWIAX vs TNBIX Comparison
Open Charts CWIAX vs TNBIX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
1290 SmartBeta Equity I
Price$20.76
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets260.43M
CWIAX vs TNBIX Comparison Chart in %
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CWIAX vs. TNBIX commentary
Oct 19, 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 Hold and TNBIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. TNBIX (260M). CWIAX pays higher dividends than TNBIX: CWIAX (1.39) vs TNBIX (1.06). 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 : 10.77 vs. TNBIX (5.58). CWIAX (54.01) and TNBIX (53.64) have equivalent 5 years return.
| 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 | 19.974 | 11.347 | 176% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 260M | 54,231% |
| Annual Yield % from dividends | 1.39 | 1.06 | 131% |
| Returns for 1 year | 10.77 | 5.58 | 193% |
| Returns for 3 years | 67.94 | 57.32 | 119% |
| Returns for 5 years | 54.01 | 53.64 | 101% |
| Returns for 10 years | 99.76 | 128.13 | 78% |
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