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CWIAX vs TNBIX
CWIAX vs TNBIX Comparison
Open Charts CWIAX vs TNBIX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
1290 SmartBeta Equity I
Price$19.59
Change-$0.22 (-1.11%)
VolumeN/A
Net Assets222.76M
CWIAX vs TNBIX Comparison Chart
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CWIAX vs. TNBIX commentary
Jun 16, 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: 131B vs. TNBIX (223M). CWIAX pays higher dividends than TNBIX: CWIAX (1.52) vs TNBIX (1.13). 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 : 8.80 vs. CWIAX (6.31). TNBIX return over 5 years is better than : 62.89 vs. CWIAX (56.31).
| 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 | 9.031 | 5.419 | 167% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 223M | 58,744% |
| Annual Yield % from dividends | 1.52 | 1.13 | 135% |
| Returns for 1 year | 6.31 | 8.80 | 72% |
| Returns for 3 years | 45.37 | 47.74 | 95% |
| Returns for 5 years | 56.31 | 62.89 | 90% |
| Returns for 10 years | 73.44 | 113.03 | 65% |
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