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CWGFX vs THMEX
CWGFX vs THMEX Comparison
Open Charts CWGFX vs THMEX
American Funds Capital World Gr&Inc F1
Price$75.95
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets142.48B
CCT Thematic Equity Institutional
Price$16.85
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets41.1M
CWGFX vs THMEX Comparison Chart in %
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CWGFX vs. THMEX commentary
Oct 08, 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 CWGFX is a Buy and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. THMEX (41.1M). THMEX (1.38) and CWGFX (1.35) have matching dividends . CWGFX was incepted earlier than THMEX: CWGFX (25 years) vs THMEX (5 years). THMEX (0.98) is less costly to investors than CWGFX (0.80). THMEX is a more actively managed with annual turnover of: 31.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than THMEX: CWGFX (250) vs THMEX (20000000). THMEX annual gain was more profitable for investors over the last year : 15.88 vs. CWGFX (12.21). THMEX return over 5 years is better than : 73.98 vs. CWGFX (53.30).
| CWGFX | THMEX | CWGFX / THMEX | |
| Total Expense Ratio | 0.80 | 0.65 | 123% |
| Annual Report Gross Expense Ratio | 0.80 | 0.98 | 82% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 21.077 | 21.601 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 20000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 41.1M | 345,499% |
| Annual Yield % from dividends | 1.35 | 1.38 | 98% |
| Returns for 1 year | 12.21 | 15.88 | 77% |
| Returns for 3 years | 69.66 | 68.96 | 101% |
| Returns for 5 years | 53.30 | 73.98 | 72% |
| Returns for 10 years | 79.12 | N/A | - |
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