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CWIEX vs TNBRX
CWIEX vs TNBRX Comparison
Open Charts CWIEX vs TNBRX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
1290 SmartBeta Equity R
Price$20.50
Change-$0.21 (-1.01%)
VolumeN/A
Net Assets280.63M
CWIEX vs TNBRX Comparison Chart in %
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CWIEX vs. TNBRX commentary
Feb 04, 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 TNBRX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. TNBRX (281M). CWIEX pays higher dividends than TNBRX: CWIEX (1.24) vs TNBRX (0.35). 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: 33.00 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 : 15.93 vs. TNBRX (8.85). TNBRX return over 5 years is better than : 40.57 vs. CWIEX (31.71).
| 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 | 4.913 | 1.841 | 267% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 281M | 50,534% |
| Annual Yield % from dividends | 1.24 | 0.35 | 356% |
| Returns for 1 year | 15.93 | 8.85 | 180% |
| Returns for 3 years | 42.06 | 38.14 | 110% |
| Returns for 5 years | 31.71 | 40.57 | 78% |
| Returns for 10 years | 119.07 | 133.14 | 89% |
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