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$71.51
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
1290 SmartBeta Equity R
Price$20.30
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets274.44M
CWIEX vs TNBRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. TNBRX commentary
Dec 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. TNBRX (274M). 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 : 12.16 vs. TNBRX (7.58). TNBRX return over 5 years is better than : 41.64 vs. CWIEX (32.24).
| 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 | 14.199 | 9.579 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 274M | 51,825% |
| Annual Yield % from dividends | 1.14 | 0.64 | 180% |
| Returns for 1 year | 12.16 | 7.58 | 160% |
| Returns for 3 years | 45.09 | 43.17 | 104% |
| Returns for 5 years | 32.24 | 41.64 | 77% |
| Returns for 10 years | 90.09 | 111.60 | 81% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers