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RWIFX vs TNBIX
RWIFX vs TNBIX Comparison
Open Charts RWIFX vs TNBIX
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
1290 SmartBeta Equity I
Price$19.59
Change-$0.22 (-1.11%)
VolumeN/A
Net Assets222.76M
RWIFX vs TNBIX Comparison Chart
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RWIFX vs. TNBIX 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 TNBIX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. TNBIX (223M). RWIFX pays higher dividends than TNBIX: RWIFX (1.80) vs TNBIX (1.13). RWIFX was incepted earlier than TNBIX: RWIFX (23 years) vs TNBIX (11 years). TNBIX (1.12) is less costly to investors than RWIFX (0.46). TNBIX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than TNBIX: RWIFX (250) vs TNBIX (1000000). TNBIX annual gain was more profitable for investors over the last year : 8.80 vs. RWIFX (6.65). TNBIX return over 5 years is better than : 62.89 vs. RWIFX (53.30).
| RWIFX | TNBIX | RWIFX / TNBIX | |
| Total Expense Ratio | 0.46 | 0.85 | 54% |
| Annual Report Gross Expense Ratio | 0.46 | 1.12 | 41% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 9.163 | 5.419 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 223M | 58,744% |
| Annual Yield % from dividends | 1.80 | 1.13 | 160% |
| Returns for 1 year | 6.65 | 8.80 | 76% |
| Returns for 3 years | 45.12 | 47.74 | 95% |
| Returns for 5 years | 53.30 | 62.89 | 85% |
| Returns for 10 years | 53.59 | 113.03 | 47% |
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