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RWIFX vs TNBAX
RWIFX vs TNBAX Comparison
Open Charts RWIFX vs TNBAX
American Funds Capital World Gr&Inc R5
Price$74.75
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
1290 SmartBeta Equity A
Price$20.69
Change+$0.13 (+0.63%)
VolumeN/A
Net Assets245.87M
RWIFX vs TNBAX Comparison Chart in %
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RWIFX vs. TNBAX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 140B vs. TNBAX (246M). 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 : 9.77 vs. TNBAX (6.37). TNBAX (59.10) and RWIFX (56.94) have equivalent 5 years return.
| 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 | 19.119 | 11.541 | 166% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 246M | 56,911% |
| Annual Yield % from dividends | 1.69 | 0.87 | 195% |
| Returns for 1 year | 9.77 | 6.37 | 153% |
| Returns for 3 years | 71.31 | 60.76 | 117% |
| Returns for 5 years | 56.94 | 59.10 | 96% |
| Returns for 10 years | 92.50 | 139.57 | 66% |
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