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CWIFX vs TNBAX
CWIFX vs TNBAX Comparison
Open Charts CWIFX vs TNBAX
American Funds Capital World Gr&Inc 529F
Price$72.19
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
1290 SmartBeta Equity A
Price$20.30
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets236.68M
CWIFX vs TNBAX Comparison Chart in %
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CWIFX vs. TNBAX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. TNBAX (237M). CWIFX pays higher dividends than TNBAX: CWIFX (1.60) vs TNBAX (0.89). 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 : 13.93 vs. TNBAX (12.52). TNBAX (58.61) and CWIFX (56.36) 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 | 15.108 | 9.390 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 237M | 57,806% |
| Annual Yield % from dividends | 1.60 | 0.89 | 181% |
| Returns for 1 year | 13.93 | 12.52 | 111% |
| Returns for 3 years | 53.13 | 45.93 | 116% |
| Returns for 5 years | 56.36 | 58.61 | 96% |
| Returns for 10 years | 88.17 | 115.49 | 76% |
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