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CWIEX vs TNBAX
CWIEX vs TNBAX Comparison
Open Charts CWIEX vs TNBAX
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
1290 SmartBeta Equity A
Price$20.80
Change-$0.19 (-0.91%)
VolumeN/A
Net Assets268.25M
CWIEX vs TNBAX Comparison Chart in %
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CWIEX vs. TNBAX commentary
Nov 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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. TNBAX (268M). CWIEX pays higher dividends than TNBAX: CWIEX (1.15) 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 : 14.74 vs. TNBAX (6.73). TNBAX (50.20) and CWIEX (49.27) 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 | 23.158 | 13.139 | 176% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 268M | 53,731% |
| Annual Yield % from dividends | 1.15 | 0.85 | 134% |
| Returns for 1 year | 14.74 | 6.73 | 219% |
| Returns for 3 years | 55.93 | 46.56 | 120% |
| Returns for 5 years | 49.27 | 50.20 | 98% |
| Returns for 10 years | 105.00 | 130.28 | 81% |
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