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RWIHX vs TNBAX
RWIHX vs TNBAX Comparison
Open Charts RWIHX vs TNBAX
American Funds Capital World Gr&Inc R5E
Price$71.43
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
1290 SmartBeta Equity A
Price$20.10
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets231.79M
RWIHX vs TNBAX Comparison Chart in %
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RWIHX 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 RWIHX is a Buy and TNBAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 136B vs. TNBAX (232M). RWIHX pays higher dividends than TNBAX: RWIHX (1.64) vs TNBAX (0.89). RWIHX was incepted earlier than TNBAX: RWIHX (10 years) vs TNBAX (11 years). TNBAX (1.37) is less costly to investors than RWIHX (0.56). TNBAX is a more actively managed with annual turnover of: 32.00 vs. RWIHX (27.00). RWIHX has a lower initial minimum investment than TNBAX: RWIHX (250) vs TNBAX (1000). TNBAX annual gain was more profitable for investors over the last year : 10.32 vs. RWIHX (9.57). TNBAX return over 5 years is better than : 62.03 vs. RWIHX (54.03).
| RWIHX | TNBAX | RWIHX / TNBAX | |
| Total Expense Ratio | 0.56 | 1.10 | 51% |
| Annual Report Gross Expense Ratio | 0.56 | 1.37 | 41% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 13.685 | 8.333 | 164% |
| 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 | 1.64 | 0.89 | 185% |
| Returns for 1 year | 9.57 | 10.32 | 93% |
| Returns for 3 years | 50.99 | 46.61 | 109% |
| Returns for 5 years | 54.03 | 62.03 | 87% |
| Returns for 10 years | N/A | 117.00 | - |
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