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CWIFX vs TNBRX
CWIFX vs TNBRX Comparison
Open Charts CWIFX vs TNBRX
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
1290 SmartBeta Equity R
Price$20.54
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets242.14M
CWIFX vs TNBRX Comparison Chart in %
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CWIFX vs. TNBRX commentary
Sep 08, 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: 138B vs. TNBRX (242M). CWIFX pays higher dividends than TNBRX: CWIFX (1.57) vs TNBRX (0.65). 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 : 13.31 vs. TNBRX (9.16). TNBRX (52.63) and CWIFX (52.14) 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 | 16.304 | 10.708 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 242M | 57,025% |
| Annual Yield % from dividends | 1.57 | 0.65 | 241% |
| Returns for 1 year | 13.31 | 9.16 | 145% |
| Returns for 3 years | 56.25 | 48.61 | 116% |
| Returns for 5 years | 52.14 | 52.63 | 99% |
| Returns for 10 years | 102.66 | 125.93 | 82% |
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