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RWIFX vs TNBAX
RWIFX vs TNBAX Comparison
Open Charts RWIFX vs TNBAX
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
1290 SmartBeta Equity A
Price$19.54
Change-$0.21 (-1.06%)
VolumeN/A
Net Assets222.76M
RWIFX vs TNBAX Comparison Chart
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RWIFX vs. TNBAX commentary
Jun 16, 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: 131B vs. TNBAX (223M). RWIFX pays higher dividends than TNBAX: RWIFX (1.80) vs TNBAX (0.90). 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). TNBAX annual gain was more profitable for investors over the last year : 8.52 vs. RWIFX (6.65). TNBAX return over 5 years is better than : 60.86 vs. RWIFX (53.30).
| 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 | 9.163 | 5.300 | 173% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 223M | 58,744% |
| Annual Yield % from dividends | 1.80 | 0.90 | 199% |
| Returns for 1 year | 6.65 | 8.52 | 78% |
| Returns for 3 years | 45.12 | 46.64 | 97% |
| Returns for 5 years | 53.30 | 60.86 | 88% |
| Returns for 10 years | 53.59 | 108.24 | 50% |
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