Interact to see
Advertisement
Advertisement
CWIEX vs THMEX
CWIEX vs THMEX Comparison
Open Charts CWIEX vs THMEX
American Funds Capital World Gr&Inc 529E
Price$76.11
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
CWIEX vs THMEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX 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 CWIEX is a StrongBuy and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 143B vs. THMEX (41.8M). THMEX pays higher dividends than CWIEX: THMEX (1.38) vs CWIEX (1.17). 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 : 19.54 vs. CWIEX (13.38). THMEX return over 5 years is better than : 75.26 vs. CWIEX (54.75).
| 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 | 21.546 | 22.976 | 94% |
| Front Load | N/A | 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 | 1.17 | 1.38 | 85% |
| Returns for 1 year | 13.38 | 19.54 | 68% |
| Returns for 3 years | 64.88 | 63.60 | 102% |
| Returns for 5 years | 54.75 | 75.26 | 73% |
| Returns for 10 years | 96.31 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement