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CWIEX vs TNBAX
CWIEX vs TNBAX Comparison
Open Charts CWIEX vs TNBAX
American Funds Capital World Gr&Inc 529E
Price$74.29
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
1290 SmartBeta Equity A
Price$20.69
Change+$0.13 (+0.63%)
VolumeN/A
Net Assets245.87M
CWIEX vs TNBAX Comparison Chart in %
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CWIEX vs. TNBAX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. TNBAX (246M). CWIEX pays higher dividends than TNBAX: CWIEX (1.22) vs TNBAX (0.87). 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 : 9.15 vs. TNBAX (6.37). TNBAX (59.10) and CWIEX (56.65) 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 | 18.639 | 11.541 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 246M | 56,911% |
| Annual Yield % from dividends | 1.22 | 0.87 | 141% |
| Returns for 1 year | 9.15 | 6.37 | 144% |
| Returns for 3 years | 69.61 | 60.76 | 115% |
| Returns for 5 years | 56.65 | 59.10 | 96% |
| Returns for 10 years | 109.57 | 139.57 | 79% |
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