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CWIEX vs TNBAX
CWIEX vs TNBAX Comparison
Open Charts CWIEX vs TNBAX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
1290 SmartBeta Equity A
Price$20.54
Change-$0.24 (-1.15%)
VolumeN/A
Net Assets280.63M
CWIEX vs TNBAX Comparison Chart in %
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CWIEX vs. TNBAX commentary
Feb 05, 2026
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: 142B vs. TNBAX (281M). CWIEX pays higher dividends than TNBAX: CWIEX (1.24) vs TNBAX (0.58). 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: 33.00 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 : 15.93 vs. TNBAX (9.13). TNBAX return over 5 years is better than : 42.36 vs. CWIEX (31.71).
| 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 | 4.913 | 1.865 | 264% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 281M | 50,534% |
| Annual Yield % from dividends | 1.24 | 0.58 | 214% |
| Returns for 1 year | 15.93 | 9.13 | 175% |
| Returns for 3 years | 42.06 | 39.20 | 107% |
| Returns for 5 years | 31.71 | 42.36 | 75% |
| Returns for 10 years | 119.07 | 139.19 | 86% |
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