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ANWPX vs THMEX
ANWPX vs THMEX Comparison
Open Charts ANWPX vs THMEX
American Funds New Perspective A
Price$59.16
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
CCT Thematic Equity Institutional
Price$13.45
Change-$0.58 (-4.13%)
VolumeN/A
Net Assets59.96M
ANWPX vs THMEX Comparison Chart
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ANWPX vs. THMEX commentary
Apr 05, 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 Hold and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 139B vs. THMEX (60M). THMEX pays higher dividends than ANWPX: THMEX (1.11) vs ANWPX (0.58). ANWPX was incepted earlier than THMEX: ANWPX (52 years) vs THMEX (5 years). THMEX (0.98) is less costly to investors than ANWPX (0.73). THMEX is a more actively managed with annual turnover of: 31.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than THMEX: ANWPX (250) vs THMEX (20000000). THMEX annual gain was more profitable for investors over the last year : 2.73 vs. ANWPX (2.39).
| ANWPX | THMEX | ANWPX / THMEX | |
| Total Expense Ratio | 0.73 | 0.65 | 112% |
| Annual Report Gross Expense Ratio | 0.73 | 0.98 | 74% |
| Fund Existence | 52 years | 5 years | - |
| Gain YTD | -0.805 | 0.358 | -225% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 20000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 60M | 231,667% |
| Annual Yield % from dividends | 0.58 | 1.11 | 52% |
| Returns for 1 year | 2.39 | 2.73 | 87% |
| Returns for 3 years | 2.60 | 11.48 | 23% |
| Returns for 5 years | 69.24 | N/A | - |
| Returns for 10 years | 63.30 | N/A | - |
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