Interact to see
Advertisement
Advertisement
CWIFX vs TNBRX
CWIFX vs TNBRX Comparison
Open Charts CWIFX vs TNBRX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
1290 SmartBeta Equity R
Price$20.61
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets260.43M
CWIFX vs TNBRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. TNBRX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. TNBRX (260M). CWIFX pays higher dividends than TNBRX: CWIFX (1.53) 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 : 10.94 vs. TNBRX (5.04). CWIFX return over 5 years is better than : 55.22 vs. TNBRX (49.81).
| 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 | 20.108 | 10.908 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 260M | 54,231% |
| Annual Yield % from dividends | 1.53 | 0.64 | 238% |
| Returns for 1 year | 10.94 | 5.04 | 217% |
| Returns for 3 years | 68.69 | 54.97 | 125% |
| Returns for 5 years | 55.22 | 49.81 | 111% |
| Returns for 10 years | 103.66 | 118.01 | 88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FBDIX | 161.38 | 1.46 | +0.91% |
| Franklin Biotechnology Discovery A | |||
| ARDEX | 6.15 | 0.02 | +0.33% |
| AMG River Road Dividend All Cap Value N | |||
| MRSIX | 27.74 | -0.02 | -0.07% |
| MFS Research International I | |||
| CIVGX | 20.27 | -0.04 | -0.20% |
| American Funds International Vntg 529-F2 | |||
| OEQAX | 10.06 | -0.10 | -0.98% |
| Oaktree Emerging Markets Equity A | |||