Interact to see
Advertisement
Advertisement
CWIFX vs TNBIX
CWIFX vs TNBIX Comparison
Open Charts CWIFX vs TNBIX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
1290 SmartBeta Equity I
Price$20.76
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets260.43M
CWIFX vs TNBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. TNBIX 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 TNBIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. TNBIX (260M). CWIFX pays higher dividends than TNBIX: CWIFX (1.53) 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 : 10.94 vs. TNBIX (5.58). CWIFX (55.22) and TNBIX (53.64) have equivalent 5 years return.
| 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 | 20.108 | 11.347 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 260M | 54,231% |
| Annual Yield % from dividends | 1.53 | 1.06 | 144% |
| Returns for 1 year | 10.94 | 5.58 | 196% |
| Returns for 3 years | 68.69 | 57.32 | 120% |
| Returns for 5 years | 55.22 | 53.64 | 103% |
| Returns for 10 years | 103.66 | 128.13 | 81% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WWSCX | 17.88 | 0.04 | +0.22% |
| Keeley Small Cap Fund C | |||
| FSHCX | 103.46 | N/A | N/A |
| Fidelity Select Health Care Svcs Port | |||
| MRSJX | 26.74 | -0.03 | -0.11% |
| MFS Research International R4 | |||
| AIVBX | 20.22 | -0.04 | -0.20% |
| American Funds International Vntg A | |||
| OEQIX | 10.03 | -0.10 | -0.99% |
| Oaktree Emerging Markets Equity I | |||