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CWIEX vs TNBIX
CWIEX vs TNBIX Comparison
Open Charts CWIEX vs TNBIX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
1290 SmartBeta Equity I
Price$20.76
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets260.43M
CWIEX vs TNBIX Comparison Chart in %
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CWIEX vs. TNBIX commentary
Oct 19, 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 Hold and TNBIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. TNBIX (260M). CWIEX pays higher dividends than TNBIX: CWIEX (1.17) vs TNBIX (1.06). CWIEX was incepted earlier than TNBIX: CWIEX (24 years) vs TNBIX (11 years). TNBIX (1.12) is less costly to investors than CWIEX (1.00). TNBIX is a more actively managed with annual turnover of: 32.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than TNBIX: CWIEX (250) vs TNBIX (1000000). CWIEX annual gain was more profitable for investors over the last year : 10.48 vs. TNBIX (5.58). TNBIX (53.64) and CWIEX (52.18) have equivalent 5 years return.
| CWIEX | TNBIX | CWIEX / TNBIX | |
| Total Expense Ratio | 1.00 | 0.85 | 118% |
| Annual Report Gross Expense Ratio | 1.00 | 1.12 | 89% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 19.725 | 11.347 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 260M | 54,231% |
| Annual Yield % from dividends | 1.17 | 1.06 | 111% |
| Returns for 1 year | 10.48 | 5.58 | 188% |
| Returns for 3 years | 66.72 | 57.32 | 116% |
| Returns for 5 years | 52.18 | 53.64 | 97% |
| Returns for 10 years | 95.26 | 128.13 | 74% |
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