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CWIFX vs THMEX
CWIFX vs THMEX Comparison
Open Charts CWIFX vs THMEX
American Funds Capital World Gr&Inc 529F
Price$71.60
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
CWIFX vs THMEX Comparison Chart in %
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CWIFX 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 CWIFX is a StrongBuy and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 136B vs. THMEX (39.5M). CWIFX pays higher dividends than THMEX: CWIFX (1.60) vs THMEX (1.48). CWIFX was incepted earlier than THMEX: CWIFX (23 years) vs THMEX (5 years). THMEX (0.98) is less costly to investors than CWIFX (0.86). THMEX is a more actively managed with annual turnover of: 31.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than THMEX: CWIFX (250) vs THMEX (20000000). CWIFX (14.51) and THMEX (14.29) have marching annual gain over last year.
| CWIFX | THMEX | CWIFX / THMEX | |
| Total Expense Ratio | 0.86 | 0.65 | 132% |
| Annual Report Gross Expense Ratio | 0.86 | 0.98 | 88% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 14.167 | 12.770 | 111% |
| 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 | 1.60 | 1.48 | 108% |
| Returns for 1 year | 14.51 | 14.29 | 102% |
| Returns for 3 years | 46.29 | 40.17 | 115% |
| Returns for 5 years | 52.03 | N/A | - |
| Returns for 10 years | 86.00 | N/A | - |
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