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CWIEX vs TNBAX
CWIEX vs TNBAX Comparison
Open Charts CWIEX vs TNBAX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
1290 SmartBeta Equity A
Price$20.47
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets239.36M
CWIEX vs TNBAX Comparison Chart in %
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CWIEX vs. TNBAX 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 CWIEX is a Buy and TNBAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. TNBAX (239M). CWIEX pays higher dividends than TNBAX: CWIEX (1.25) vs TNBAX (0.89). CWIEX was incepted earlier than TNBAX: CWIEX (23 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 : 11.15 vs. TNBAX (10.07). TNBAX return over 5 years is better than : 54.61 vs. CWIEX (49.58).
| CWIEX | TNBAX | CWIEX / TNBAX | |
| Total Expense Ratio | 1.00 | 1.10 | 91% |
| Annual Report Gross Expense Ratio | 1.00 | 1.37 | 73% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 15.312 | 10.307 | 149% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 239M | 57,322% |
| Annual Yield % from dividends | 1.25 | 0.89 | 141% |
| Returns for 1 year | 11.15 | 10.07 | 111% |
| Returns for 3 years | 41.58 | 37.02 | 112% |
| Returns for 5 years | 49.58 | 54.61 | 91% |
| Returns for 10 years | 81.77 | 115.82 | 71% |
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