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CWIAX vs THMEX
CWIAX vs THMEX Comparison
Open Charts CWIAX vs THMEX
American Funds Capital World Gr&Inc 529A
Price$75.81
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
CWIAX vs THMEX Comparison Chart in %
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CWIAX 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 CWIAX is a Buy and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. THMEX (41.1M). 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). 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). THMEX annual gain was more profitable for investors over the last year : 15.88 vs. CWIAX (12.23). THMEX return over 5 years is better than : 73.98 vs. CWIAX (56.88).
| 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 | 21.124 | 21.601 | 98% |
| Front Load | 4% | 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 | 1.39 | 1.38 | 101% |
| Returns for 1 year | 12.23 | 15.88 | 77% |
| Returns for 3 years | 70.85 | 68.96 | 103% |
| Returns for 5 years | 56.88 | 73.98 | 77% |
| Returns for 10 years | 102.21 | N/A | - |
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