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CWIEX vs THMEX
CWIEX vs THMEX Comparison
Open Charts CWIEX vs THMEX
American Funds Capital World Gr&Inc 529E
Price$74.32
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
CWIEX vs THMEX Comparison Chart in %
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CWIEX 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 CWIEX is a Hold and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. THMEX (41.4M). THMEX pays higher dividends than CWIEX: THMEX (1.34) vs CWIEX (1.15). CWIEX was incepted earlier than THMEX: CWIEX (24 years) vs THMEX (5 years). CWIEX (1.00) and THMEX (0.98) have similar cost to investors . CWIEX is a more actively managed with annual turnover of: 27.00 vs. THMEX (18.00). CWIEX has a lower initial minimum investment than THMEX: CWIEX (250) vs THMEX (20000000). THMEX annual gain was more profitable for investors over the last year : 16.00 vs. CWIEX (11.90). THMEX return over 5 years is better than : 64.97 vs. CWIEX (43.18).
| CWIEX | THMEX | CWIEX / THMEX | |
| Total Expense Ratio | 1.00 | 0.65 | 154% |
| Annual Report Gross Expense Ratio | 1.00 | 0.98 | 102% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 18.687 | 21.311 | 88% |
| Front Load | N/A | 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 | 1.15 | 1.34 | 86% |
| Returns for 1 year | 11.90 | 16.00 | 74% |
| Returns for 3 years | 50.53 | 51.71 | 98% |
| Returns for 5 years | 43.18 | 64.97 | 66% |
| Returns for 10 years | 91.78 | N/A | - |
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