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CWIEX vs TNBRX
CWIEX vs TNBRX Comparison
Open Charts CWIEX vs TNBRX
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
1290 SmartBeta Equity R
Price$20.72
Change-$0.19 (-0.91%)
VolumeN/A
Net Assets268.25M
CWIEX vs TNBRX Comparison Chart in %
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CWIEX vs. TNBRX 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 TNBRX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. TNBRX (268M). CWIEX pays higher dividends than TNBRX: CWIEX (1.15) vs TNBRX (0.64). CWIEX was incepted earlier than TNBRX: CWIEX (24 years) vs TNBRX (11 years). TNBRX (1.62) is less costly to investors than CWIEX (1.00). TNBRX is a more actively managed with annual turnover of: 32.00 vs. CWIEX (27.00). TNBRX has a lower initial minimum investment than CWIEX: TNBRX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 14.74 vs. TNBRX (6.46). CWIEX (49.27) and TNBRX (48.31) have equivalent 5 years return.
| CWIEX | TNBRX | CWIEX / TNBRX | |
| Total Expense Ratio | 1.00 | 1.35 | 74% |
| Annual Report Gross Expense Ratio | 1.00 | 1.62 | 62% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 23.158 | 12.895 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 268M | 53,731% |
| Annual Yield % from dividends | 1.15 | 0.64 | 179% |
| Returns for 1 year | 14.74 | 6.46 | 228% |
| Returns for 3 years | 55.93 | 45.44 | 123% |
| Returns for 5 years | 49.27 | 48.31 | 102% |
| Returns for 10 years | 105.00 | 125.05 | 84% |
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