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RWIFX vs TNBAX
RWIFX vs TNBAX Comparison
Open Charts RWIFX vs TNBAX
American Funds Capital World Gr&Inc R5
Price$72.53
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
1290 SmartBeta Equity A
Price$20.30
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets236.68M
RWIFX vs TNBAX Comparison Chart in %
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RWIFX vs. TNBAX commentary
Jul 27, 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.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. TNBAX (237M). RWIFX pays higher dividends than TNBAX: RWIFX (1.72) vs TNBAX (0.89). 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 : 14.13 vs. TNBAX (12.52). TNBAX return over 5 years is better than : 58.61 vs. RWIFX (52.85).
| RWIFX | TNBAX | RWIFX / TNBAX | |
| Total Expense Ratio | 0.46 | 1.10 | 42% |
| Annual Report Gross Expense Ratio | 0.46 | 1.37 | 34% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 15.198 | 9.390 | 162% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 237M | 57,806% |
| Annual Yield % from dividends | 1.72 | 0.89 | 194% |
| Returns for 1 year | 14.13 | 12.52 | 113% |
| Returns for 3 years | 52.17 | 45.93 | 114% |
| Returns for 5 years | 52.85 | 58.61 | 90% |
| Returns for 10 years | 64.97 | 115.49 | 56% |
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