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CWIEX vs TNBRX
CWIEX vs TNBRX Comparison
Open Charts CWIEX vs TNBRX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
1290 SmartBeta Equity R
Price$20.40
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets239.36M
CWIEX vs TNBRX Comparison Chart in %
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CWIEX vs. TNBRX commentary
Aug 18, 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: 137B vs. TNBRX (239M). CWIEX pays higher dividends than TNBRX: CWIEX (1.25) vs TNBRX (0.67). CWIEX was incepted earlier than TNBRX: CWIEX (23 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 : 11.15 vs. TNBRX (9.79). TNBRX return over 5 years is better than : 52.66 vs. CWIEX (49.58).
| CWIEX | TNBRX | CWIEX / TNBRX | |
| Total Expense Ratio | 1.00 | 1.35 | 74% |
| Annual Report Gross Expense Ratio | 1.00 | 1.62 | 62% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 15.312 | 10.137 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 239M | 57,322% |
| Annual Yield % from dividends | 1.25 | 0.67 | 187% |
| Returns for 1 year | 11.15 | 9.79 | 114% |
| Returns for 3 years | 41.58 | 35.98 | 116% |
| Returns for 5 years | 49.58 | 52.66 | 94% |
| Returns for 10 years | 81.77 | 110.83 | 74% |
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