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CWIAX vs THMEX
CWIAX vs THMEX Comparison
Open Charts CWIAX vs THMEX
American Funds Capital World Gr&Inc 529A
Price$76.23
Change+$0.56 (+0.74%)
VolumeN/A
Net Assets142.78B
CCT Thematic Equity Institutional
Price$16.99
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets41.79M
CWIAX vs THMEX Comparison Chart in %
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CWIAX vs. THMEX commentary
Oct 28, 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 CWIAX is a StrongBuy and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 143B vs. THMEX (41.8M). CWIAX (1.39) and THMEX (1.38) have matching dividends . CWIAX was incepted earlier than THMEX: CWIAX (24 years) vs THMEX (5 years). THMEX (0.98) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. THMEX (18.00). CWIAX has a lower initial minimum investment than THMEX: CWIAX (250) vs THMEX (20000000). THMEX annual gain was more profitable for investors over the last year : 19.54 vs. CWIAX (13.67). THMEX return over 5 years is better than : 75.26 vs. CWIAX (56.59).
| CWIAX | THMEX | CWIAX / THMEX | |
| Total Expense Ratio | 0.78 | 0.65 | 120% |
| Annual Report Gross Expense Ratio | 0.78 | 0.98 | 80% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 21.796 | 22.976 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 20000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 41.8M | 342,105% |
| Annual Yield % from dividends | 1.39 | 1.38 | 101% |
| Returns for 1 year | 13.67 | 19.54 | 70% |
| Returns for 3 years | 66.08 | 63.60 | 104% |
| Returns for 5 years | 56.59 | 75.26 | 75% |
| Returns for 10 years | 100.83 | N/A | - |
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