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CWIEX vs THMEX
CWIEX vs THMEX Comparison
Open Charts CWIEX vs THMEX
American Funds Capital World Gr&Inc 529E
Price$71.46
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets136.03B
CCT Thematic Equity Institutional
Price$15.58
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets39.52M
CWIEX vs THMEX Comparison Chart in %
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CWIEX vs. THMEX commentary
Aug 10, 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: 136B vs. THMEX (39.5M). THMEX pays higher dividends than CWIEX: THMEX (1.48) vs CWIEX (1.25). CWIEX was incepted earlier than THMEX: CWIEX (23 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 (14.29) and CWIEX (14.05) have marching annual gain over last year.
| CWIEX | THMEX | CWIEX / THMEX | |
| Total Expense Ratio | 1.00 | 0.65 | 154% |
| Annual Report Gross Expense Ratio | 1.00 | 0.98 | 102% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 13.893 | 12.770 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 20000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 39.5M | 344,304% |
| Annual Yield % from dividends | 1.25 | 1.48 | 84% |
| Returns for 1 year | 14.05 | 14.29 | 98% |
| Returns for 3 years | 44.59 | 40.17 | 111% |
| Returns for 5 years | 49.03 | N/A | - |
| Returns for 10 years | 78.32 | N/A | - |