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CWIFX vs TNBAX
CWIFX vs TNBAX Comparison
Open Charts CWIFX vs TNBAX
American Funds Capital World Gr&Inc 529F
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
1290 SmartBeta Equity A
Price$20.69
Change+$0.13 (+0.63%)
VolumeN/A
Net Assets245.87M
CWIFX vs TNBAX Comparison Chart in %
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CWIFX vs. TNBAX commentary
Sep 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 CWIFX is a Buy and TNBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. TNBAX (246M). CWIFX pays higher dividends than TNBAX: CWIFX (1.57) vs TNBAX (0.87). 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 : 9.58 vs. TNBAX (6.37). CWIFX (59.80) and TNBAX (59.10) 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 | 18.989 | 11.541 | 165% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 246M | 56,911% |
| Annual Yield % from dividends | 1.57 | 0.87 | 181% |
| Returns for 1 year | 9.58 | 6.37 | 151% |
| Returns for 3 years | 71.60 | 60.76 | 118% |
| Returns for 5 years | 59.80 | 59.10 | 101% |
| Returns for 10 years | 118.55 | 139.57 | 85% |
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