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CWIEX vs TNBRX
CWIEX vs TNBRX Comparison
Open Charts CWIEX vs TNBRX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
1290 SmartBeta Equity R
Price$20.61
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets260.43M
CWIEX vs TNBRX Comparison Chart in %
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CWIEX vs. TNBRX 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 TNBRX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. TNBRX (260M). CWIEX pays higher dividends than TNBRX: CWIEX (1.17) 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 : 10.48 vs. TNBRX (5.04). CWIEX (52.18) and TNBRX (49.81) 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 | 19.725 | 10.908 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 260M | 54,231% |
| Annual Yield % from dividends | 1.17 | 0.64 | 183% |
| Returns for 1 year | 10.48 | 5.04 | 208% |
| Returns for 3 years | 66.72 | 54.97 | 121% |
| Returns for 5 years | 52.18 | 49.81 | 105% |
| Returns for 10 years | 95.26 | 118.01 | 81% |
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