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CWIFX vs TNBRX
CWIFX vs TNBRX Comparison
Open Charts CWIFX vs TNBRX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
1290 SmartBeta Equity R
Price$20.40
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets239.36M
CWIFX vs TNBRX Comparison Chart in %
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CWIFX vs. TNBRX commentary
Aug 18, 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: 137B vs. TNBRX (239M). CWIFX pays higher dividends than TNBRX: CWIFX (1.60) vs TNBRX (0.67). 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 : 11.58 vs. TNBRX (9.79). TNBRX (52.66) and CWIFX (52.56) 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 | 15.587 | 10.137 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 239M | 57,322% |
| Annual Yield % from dividends | 1.60 | 0.67 | 241% |
| Returns for 1 year | 11.58 | 9.79 | 118% |
| Returns for 3 years | 43.22 | 35.98 | 120% |
| Returns for 5 years | 52.56 | 52.66 | 100% |
| Returns for 10 years | 89.56 | 110.83 | 81% |
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