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CWIEX vs TNBRX
CWIEX vs TNBRX Comparison
Open Charts CWIEX vs TNBRX
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
1290 SmartBeta Equity R
Price$20.54
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets242.14M
CWIEX vs TNBRX Comparison Chart in %
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CWIEX vs. TNBRX commentary
Sep 08, 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 Buy and TNBRX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. TNBRX (242M). CWIEX pays higher dividends than TNBRX: CWIEX (1.22) vs TNBRX (0.65). 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 : 12.87 vs. TNBRX (9.16). TNBRX return over 5 years is better than : 52.63 vs. CWIEX (49.15).
| 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 | 15.997 | 10.708 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 242M | 57,025% |
| Annual Yield % from dividends | 1.22 | 0.65 | 188% |
| Returns for 1 year | 12.87 | 9.16 | 140% |
| Returns for 3 years | 54.44 | 48.61 | 112% |
| Returns for 5 years | 49.15 | 52.63 | 93% |
| Returns for 10 years | 94.28 | 125.93 | 75% |
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