Interact to see
Advertisement
Advertisement
CWIEX vs TNBRX
CWIEX vs TNBRX Comparison
Open Charts CWIEX vs TNBRX
American Funds Capital World Gr&Inc 529E
Price$76.86
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
1290 SmartBeta Equity R
Price$20.84
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets268.43M
CWIEX vs TNBRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. TNBRX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. TNBRX (268M). CWIEX pays higher dividends than TNBRX: CWIEX (1.14) 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 : 12.34 vs. TNBRX (4.90). TNBRX return over 5 years is better than : 46.15 vs. CWIEX (42.72).
| 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 | 21.753 | 12.460 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 268M | 52,985% |
| Annual Yield % from dividends | 1.14 | 0.64 | 180% |
| Returns for 1 year | 12.34 | 4.90 | 252% |
| Returns for 3 years | 49.28 | 40.76 | 121% |
| Returns for 5 years | 42.72 | 46.15 | 93% |
| Returns for 10 years | 98.13 | 117.59 | 83% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement