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CWIAX vs THMEX
CWIAX vs THMEX Comparison
Open Charts CWIAX vs THMEX
American Funds Capital World Gr&Inc 529A
Price$71.58
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets136.03B
CCT Thematic Equity Institutional
Price$15.58
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets39.52M
CWIAX vs THMEX Comparison Chart in %
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CWIAX vs. THMEX commentary
Aug 10, 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: 136B vs. THMEX (39.5M). THMEX (1.48) and CWIAX (1.46) 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). THMEX is a more actively managed with annual turnover of: 31.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than THMEX: CWIAX (250) vs THMEX (20000000). CWIAX (14.33) and THMEX (14.29) have marching annual gain over last year.
| 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 | 14.067 | 12.770 | 110% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 20000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 39.5M | 344,304% |
| Annual Yield % from dividends | 1.46 | 1.48 | 98% |
| Returns for 1 year | 14.33 | 14.29 | 100% |
| Returns for 3 years | 45.60 | 40.17 | 114% |
| Returns for 5 years | 50.79 | N/A | - |
| Returns for 10 years | 82.41 | N/A | - |