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CWIFX vs TNBRX
CWIFX vs TNBRX Comparison
Open Charts CWIFX vs TNBRX
American Funds Capital World Gr&Inc 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
1290 SmartBeta Equity R
Price$20.72
Change-$0.19 (-0.91%)
VolumeN/A
Net Assets268.25M
CWIFX vs TNBRX Comparison Chart in %
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CWIFX vs. TNBRX 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 TNBRX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. TNBRX (268M). CWIFX pays higher dividends than TNBRX: CWIFX (1.49) vs TNBRX (0.64). CWIFX was incepted earlier than TNBRX: CWIFX (23 years) vs TNBRX (11 years). TNBRX (1.62) is less costly to investors than CWIFX (0.86). TNBRX is a more actively managed with annual turnover of: 32.00 vs. CWIFX (27.00). TNBRX has a lower initial minimum investment than CWIFX: TNBRX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 15.20 vs. TNBRX (6.46). CWIFX return over 5 years is better than : 52.22 vs. TNBRX (48.31).
| CWIFX | TNBRX | CWIFX / TNBRX | |
| Total Expense Ratio | 0.86 | 1.35 | 64% |
| Annual Report Gross Expense Ratio | 0.86 | 1.62 | 53% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 23.579 | 12.895 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 268M | 53,731% |
| Annual Yield % from dividends | 1.49 | 0.64 | 232% |
| Returns for 1 year | 15.20 | 6.46 | 235% |
| Returns for 3 years | 57.77 | 45.44 | 127% |
| Returns for 5 years | 52.22 | 48.31 | 108% |
| Returns for 10 years | 113.80 | 125.05 | 91% |
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