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CWIEX vs TNBAX
CWIEX vs TNBAX Comparison
Open Charts CWIEX vs TNBAX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
1290 SmartBeta Equity A
Price$20.68
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets260.43M
CWIEX vs TNBAX Comparison Chart in %
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CWIEX vs. TNBAX 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 CWIEX is a Hold and TNBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. TNBAX (260M). CWIEX pays higher dividends than TNBAX: CWIEX (1.17) vs TNBAX (0.85). CWIEX was incepted earlier than TNBAX: CWIEX (24 years) vs TNBAX (11 years). TNBAX (1.37) is less costly to investors than CWIEX (1.00). TNBAX is a more actively managed with annual turnover of: 32.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than TNBAX: CWIEX (250) vs TNBAX (1000). CWIEX annual gain was more profitable for investors over the last year : 10.48 vs. TNBAX (5.31). CWIEX (52.18) and TNBAX (51.72) have equivalent 5 years return.
| CWIEX | TNBAX | CWIEX / TNBAX | |
| Total Expense Ratio | 1.00 | 1.10 | 91% |
| Annual Report Gross Expense Ratio | 1.00 | 1.37 | 73% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 19.725 | 11.126 | 177% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 260M | 54,231% |
| Annual Yield % from dividends | 1.17 | 0.85 | 138% |
| Returns for 1 year | 10.48 | 5.31 | 197% |
| Returns for 3 years | 66.72 | 56.15 | 119% |
| Returns for 5 years | 52.18 | 51.72 | 101% |
| Returns for 10 years | 95.26 | 123.04 | 77% |
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