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CWIFX vs TNBRX
CWIFX vs TNBRX Comparison
Open Charts CWIFX vs TNBRX
American Funds Capital World Gr&Inc 529F
Price$77.03
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
1290 SmartBeta Equity R
Price$20.84
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets268.43M
CWIFX vs TNBRX Comparison Chart in %
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CWIFX vs. TNBRX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. TNBRX (268M). 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 : 12.79 vs. TNBRX (4.90). TNBRX (46.15) and CWIFX (45.56) 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 | 22.203 | 12.460 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 268M | 52,985% |
| Annual Yield % from dividends | 1.48 | 0.64 | 234% |
| Returns for 1 year | 12.79 | 4.90 | 261% |
| Returns for 3 years | 51.07 | 40.76 | 125% |
| Returns for 5 years | 45.56 | 46.15 | 99% |
| Returns for 10 years | 106.66 | 117.59 | 91% |
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