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CWIFX vs TNBIX
CWIFX vs TNBIX Comparison
Open Charts CWIFX vs TNBIX
American Funds Capital World Gr&Inc 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
1290 SmartBeta Equity I
Price$20.88
Change-$0.19 (-0.90%)
VolumeN/A
Net Assets268.25M
CWIFX vs TNBIX Comparison Chart in %
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CWIFX vs. TNBIX commentary
Nov 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 TNBIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. TNBIX (268M). CWIFX pays higher dividends than TNBIX: CWIFX (1.49) vs TNBIX (1.06). CWIFX was incepted earlier than TNBIX: CWIFX (23 years) vs TNBIX (11 years). TNBIX (1.12) is less costly to investors than CWIFX (0.86). TNBIX is a more actively managed with annual turnover of: 32.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than TNBIX: CWIFX (250) vs TNBIX (1000000). CWIFX annual gain was more profitable for investors over the last year : 13.64 vs. TNBIX (7.00). TNBIX return over 5 years is better than : 52.10 vs. CWIFX (49.49).
| CWIFX | TNBIX | CWIFX / TNBIX | |
| Total Expense Ratio | 0.86 | 0.85 | 101% |
| Annual Report Gross Expense Ratio | 0.86 | 1.12 | 77% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 21.356 | 13.384 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 268M | 53,731% |
| Annual Yield % from dividends | 1.49 | 1.06 | 140% |
| Returns for 1 year | 13.64 | 7.00 | 195% |
| Returns for 3 years | 55.78 | 47.66 | 117% |
| Returns for 5 years | 49.49 | 52.10 | 95% |
| Returns for 10 years | 107.52 | 135.58 | 79% |
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