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CWIFX vs TNBAX
CWIFX vs TNBAX Comparison
Open Charts CWIFX vs TNBAX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
1290 SmartBeta Equity A
Price$20.54
Change-$0.24 (-1.15%)
VolumeN/A
Net Assets280.63M
CWIFX vs TNBAX Comparison Chart in %
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CWIFX vs. TNBAX commentary
Feb 05, 2026
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: 142B vs. TNBAX (281M). CWIFX pays higher dividends than TNBAX: CWIFX (1.59) vs TNBAX (0.58). 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: 33.00 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 : 16.37 vs. TNBAX (9.13). TNBAX return over 5 years is better than : 42.36 vs. CWIFX (34.32).
| 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 | 4.948 | 1.865 | 265% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 281M | 50,534% |
| Annual Yield % from dividends | 1.59 | 0.58 | 273% |
| Returns for 1 year | 16.37 | 9.13 | 179% |
| Returns for 3 years | 43.74 | 39.20 | 112% |
| Returns for 5 years | 34.32 | 42.36 | 81% |
| Returns for 10 years | 128.46 | 139.19 | 92% |
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