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CWIAX vs THMEX
CWIAX vs THMEX Comparison
Open Charts CWIAX vs THMEX
American Funds Capital World Gr&Inc 529A
Price$74.45
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
CCT Thematic Equity Institutional
Price$16.78
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets41.38M
CWIAX vs THMEX Comparison Chart in %
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CWIAX vs. THMEX commentary
Nov 20, 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 Hold and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 139B vs. THMEX (41.4M). CWIAX (1.36) and THMEX (1.34) 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 : 16.00 vs. CWIAX (12.18). THMEX return over 5 years is better than : 64.97 vs. CWIAX (44.89).
| 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 | 18.952 | 21.311 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 20000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 41.4M | 335,749% |
| Annual Yield % from dividends | 1.36 | 1.34 | 102% |
| Returns for 1 year | 12.18 | 16.00 | 76% |
| Returns for 3 years | 51.61 | 51.71 | 100% |
| Returns for 5 years | 44.89 | 64.97 | 69% |
| Returns for 10 years | 96.19 | N/A | - |
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