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RWIFX vs TNBAX
RWIFX vs TNBAX Comparison
Open Charts RWIFX vs TNBAX
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
1290 SmartBeta Equity A
Price$20.10
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets231.79M
RWIFX vs TNBAX Comparison Chart in %
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RWIFX vs. TNBAX commentary
Jul 06, 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: 136B vs. TNBAX (232M). 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). TNBAX annual gain was more profitable for investors over the last year : 10.32 vs. RWIFX (9.68). TNBAX return over 5 years is better than : 62.03 vs. RWIFX (54.61).
| 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 | 13.737 | 8.333 | 165% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 232M | 58,621% |
| Annual Yield % from dividends | 1.72 | 0.89 | 194% |
| Returns for 1 year | 9.68 | 10.32 | 94% |
| Returns for 3 years | 51.39 | 46.61 | 110% |
| Returns for 5 years | 54.61 | 62.03 | 88% |
| Returns for 10 years | 64.73 | 117.00 | 55% |
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