RWIFX
Price
$73.30
Change
+$0.34 (+0.47%)
Updated
Sep 5 closing price
Net Assets
137.57B
TNBAX
Price
$20.61
Change
+$0.15 (+0.73%)
Updated
Sep 4 closing price
Net Assets
242.14M
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RWIFX vs TNBAX

Header iconRWIFX vs TNBAX Comparison
Open Charts RWIFX vs TNBAXBanner chart's image
American Funds Capital World Gr&Inc R5
Price$73.30
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
1290 SmartBeta Equity A
Price$20.61
Change+$0.15 (+0.73%)
VolumeN/A
Net Assets242.14M
RWIFX vs TNBAX Comparison Chart in %
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RWIFX vs. TNBAX 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 RWIFX is a Buy and TNBAX is a Buy.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 138B vs. TNBAX (242M). RWIFX pays higher dividends than TNBAX: RWIFX (1.69) vs TNBAX (0.87). RWIFX was incepted earlier than TNBAX: RWIFX (23 years) vs TNBAX (11 years). TNBAX (1.37) is less costly to investors than RWIFX (0.46). TNBAX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than TNBAX: RWIFX (250) vs TNBAX (1000). RWIFX annual gain was more profitable for investors over the last year : 13.51 vs. TNBAX (9.63). TNBAX return over 5 years is better than : 54.84 vs. RWIFX (48.74).
RWIFXTNBAXRWIFX / TNBAX
Total Expense Ratio0.461.1042%
Annual Report Gross Expense Ratio0.461.3734%
Fund Existence23 years11 years-
Gain YTD16.42111.083148%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets138B242M57,025%
Annual Yield % from dividends1.690.87195%
Returns for 1 year13.519.63140%
Returns for 3 years55.2750.00111%
Returns for 5 years48.7454.8489%
Returns for 10 years77.64131.4659%
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