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CWIEX vs THMEX
CWIEX vs THMEX Comparison
Open Charts CWIEX vs THMEX
American Funds Capital World Gr&Inc 529E
Price$75.70
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
CWIEX vs THMEX Comparison Chart in %
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CWIEX 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 CWIEX is a Buy and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. THMEX (41.1M). 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 . THMEX is a more actively managed with annual turnover of: 31.00 vs. CWIEX (27.00). 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 : 15.88 vs. CWIEX (11.97). THMEX return over 5 years is better than : 73.98 vs. CWIEX (55.06).
| 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 | 20.891 | 21.601 | 97% |
| Front Load | N/A | 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 | 1.17 | 1.38 | 85% |
| Returns for 1 year | 11.97 | 15.88 | 75% |
| Returns for 3 years | 69.64 | 68.96 | 101% |
| Returns for 5 years | 55.06 | 73.98 | 74% |
| Returns for 10 years | 97.69 | N/A | - |
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