Interact to see
Advertisement
Advertisement
CWIEX vs TNBAX
CWIEX vs TNBAX Comparison
Open Charts CWIEX vs TNBAX
American Funds Capital World Gr&Inc 529E
Price$76.84
Change-$1.06 (-1.36%)
VolumeN/A
Net Assets142.32B
1290 SmartBeta Equity A
Price$20.09
Change-$0.98 (-4.65%)
VolumeN/A
Net Assets270.8M
CWIEX vs TNBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. TNBAX commentary
Dec 14, 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 StrongBuy and TNBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. TNBAX (271M). CWIEX pays higher dividends than TNBAX: CWIEX (1.14) vs TNBAX (0.84). 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 : 13.86 vs. TNBAX (6.10). TNBAX return over 5 years is better than : 49.24 vs. CWIEX (45.37).
| 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 | 24.404 | 13.571 | 180% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 271M | 52,399% |
| Annual Yield % from dividends | 1.14 | 0.84 | 135% |
| Returns for 1 year | 13.86 | 6.10 | 227% |
| Returns for 3 years | 54.55 | 45.06 | 121% |
| Returns for 5 years | 45.37 | 49.24 | 92% |
| Returns for 10 years | 111.03 | 131.39 | 85% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FIDCX | 16.68 | 0.22 | +1.34% |
| JHancock Financial Industries C | |||
| GSSSX | 35.63 | N/A | N/A |
| Goldman Sachs Small Cap Value Svc | |||
| JOMEX | 15.83 | N/A | N/A |
| JOHCM Emerging Mkts Discovery Advisor | |||
| FGDMX | 145.57 | N/A | N/A |
| Fidelity Advisor Communication ServicesA | |||
| PAFDX | 38.39 | -0.31 | -0.80% |
| T. Rowe Price Equity Income Advisor | |||