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ANWPX vs THMEX
ANWPX vs THMEX Comparison
Open Charts ANWPX vs THMEX
American Funds New Perspective A
Price$63.39
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets143.88B
CCT Thematic Equity Institutional
Price$14.39
Change+$0.09 (+0.63%)
VolumeN/A
Net Assets74.05M
ANWPX vs THMEX Comparison Chart
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ANWPX vs. THMEX commentary
Jan 18, 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 ANWPX is a StrongBuy and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 144B vs. THMEX (74M). THMEX pays higher dividends than ANWPX: THMEX (1.14) vs ANWPX (0.83). ANWPX was incepted earlier than THMEX: ANWPX (52 years) vs THMEX (4 years). THMEX is a more actively managed with annual turnover of: 33.00 vs. ANWPX (17.00). ANWPX has a lower initial minimum investment than THMEX: ANWPX (250) vs THMEX (20000000). ANWPX annual gain was more profitable for investors over the last year : 15.42 vs. THMEX (14.13).
| ANWPX | THMEX | ANWPX / THMEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 4 years | - |
| Gain YTD | 2.061 | 2.933 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 20000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 74M | 194,595% |
| Annual Yield % from dividends | 0.83 | 1.14 | 73% |
| Returns for 1 year | 15.42 | 14.13 | 109% |
| Returns for 3 years | 2.45 | 13.72 | 18% |
| Returns for 5 years | 32.08 | N/A | - |
| Returns for 10 years | 78.32 | N/A | - |
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