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CWIFX vs TNBAX
CWIFX vs TNBAX Comparison
Open Charts CWIFX vs TNBAX
American Funds Capital World Gr&Inc 529F
Price$77.02
Change-$1.06 (-1.36%)
VolumeN/A
Net Assets142.32B
1290 SmartBeta Equity A
Price$20.09
Change-$0.98 (-4.65%)
VolumeN/A
Net Assets270.8M
CWIFX vs TNBAX Comparison Chart in %
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CWIFX vs. TNBAX commentary
Dec 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. TNBAX (271M). CWIFX pays higher dividends than TNBAX: CWIFX (1.48) vs TNBAX (0.84). 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 : 14.31 vs. TNBAX (6.10). TNBAX (49.24) and CWIFX (48.26) 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 | 24.874 | 13.571 | 183% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 271M | 52,399% |
| Annual Yield % from dividends | 1.48 | 0.84 | 176% |
| Returns for 1 year | 14.31 | 6.10 | 235% |
| Returns for 3 years | 56.38 | 45.06 | 125% |
| Returns for 5 years | 48.26 | 49.24 | 98% |
| Returns for 10 years | 120.12 | 131.39 | 91% |
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