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CWIFX vs TNBRX
CWIFX vs TNBRX Comparison
Open Charts CWIFX vs TNBRX
American Funds Capital World Gr&Inc 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
1290 SmartBeta Equity R
Price$19.48
Change-$0.22 (-1.12%)
VolumeN/A
Net Assets224.99M
CWIFX vs TNBRX Comparison Chart
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CWIFX vs. TNBRX commentary
Jun 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 Buy and TNBRX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 132B vs. TNBRX (225M). CWIFX pays higher dividends than TNBRX: CWIFX (1.68) vs TNBRX (0.68). 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). TNBRX annual gain was more profitable for investors over the last year : 8.25 vs. CWIFX (6.46). TNBRX (58.83) and CWIFX (57.58) have equivalent 5 years return.
| 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 | 9.097 | 5.183 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 225M | 58,667% |
| Annual Yield % from dividends | 1.68 | 0.68 | 246% |
| Returns for 1 year | 6.46 | 8.25 | 78% |
| Returns for 3 years | 46.04 | 45.53 | 101% |
| Returns for 5 years | 57.58 | 58.83 | 98% |
| Returns for 10 years | 76.87 | 103.51 | 74% |
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