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CWIFX vs TNBAX
CWIFX vs TNBAX Comparison
Open Charts CWIFX vs TNBAX
American Funds Capital World Gr&Inc 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
1290 SmartBeta Equity A
Price$20.80
Change-$0.19 (-0.91%)
VolumeN/A
Net Assets268.25M
CWIFX vs TNBAX Comparison Chart in %
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CWIFX vs. TNBAX commentary
Nov 14, 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 CWIFX is a StrongBuy and TNBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. TNBAX (268M). CWIFX pays higher dividends than TNBAX: CWIFX (1.49) vs TNBAX (0.85). CWIFX was incepted earlier than TNBAX: CWIFX (23 years) vs TNBAX (11 years). TNBAX (1.37) is less costly to investors than CWIFX (0.86). TNBAX is a more actively managed with annual turnover of: 32.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than TNBAX: CWIFX (250) vs TNBAX (1000). CWIFX annual gain was more profitable for investors over the last year : 15.20 vs. TNBAX (6.73). CWIFX (52.22) and TNBAX (50.20) have equivalent 5 years return.
| CWIFX | TNBAX | CWIFX / TNBAX | |
| Total Expense Ratio | 0.86 | 1.10 | 78% |
| Annual Report Gross Expense Ratio | 0.86 | 1.37 | 63% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 23.579 | 13.139 | 179% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 268M | 53,731% |
| Annual Yield % from dividends | 1.49 | 0.85 | 175% |
| Returns for 1 year | 15.20 | 6.73 | 226% |
| Returns for 3 years | 57.77 | 46.56 | 124% |
| Returns for 5 years | 52.22 | 50.20 | 104% |
| Returns for 10 years | 113.80 | 130.28 | 87% |
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