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CWIFX vs TNBAX
CWIFX vs TNBAX Comparison
Open Charts CWIFX vs TNBAX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
1290 SmartBeta Equity A
Price$20.68
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets260.43M
CWIFX vs TNBAX Comparison Chart in %
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CWIFX vs. TNBAX commentary
Oct 19, 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 Hold and TNBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. TNBAX (260M). CWIFX pays higher dividends than TNBAX: CWIFX (1.53) 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 : 10.94 vs. TNBAX (5.31). CWIFX return over 5 years is better than : 55.22 vs. TNBAX (51.72).
| 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 | 20.108 | 11.126 | 181% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 260M | 54,231% |
| Annual Yield % from dividends | 1.53 | 0.85 | 179% |
| Returns for 1 year | 10.94 | 5.31 | 206% |
| Returns for 3 years | 68.69 | 56.15 | 122% |
| Returns for 5 years | 55.22 | 51.72 | 107% |
| Returns for 10 years | 103.66 | 123.04 | 84% |
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