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CWIFX vs TNBRX
CWIFX vs TNBRX Comparison
Open Charts CWIFX vs TNBRX
American Funds Capital World Gr&Inc 529F
Price$71.62
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
1290 SmartBeta Equity R
Price$20.30
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets274.44M
CWIFX vs TNBRX Comparison Chart in %
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CWIFX vs. TNBRX commentary
Dec 28, 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 TNBRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. TNBRX (274M). CWIFX pays higher dividends than TNBRX: CWIFX (1.48) 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 : 12.48 vs. TNBRX (7.58). TNBRX return over 5 years is better than : 41.64 vs. CWIFX (34.75).
| 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 | 14.543 | 9.579 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 274M | 51,825% |
| Annual Yield % from dividends | 1.48 | 0.64 | 234% |
| Returns for 1 year | 12.48 | 7.58 | 165% |
| Returns for 3 years | 46.67 | 43.17 | 108% |
| Returns for 5 years | 34.75 | 41.64 | 83% |
| Returns for 10 years | 98.10 | 111.60 | 88% |
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