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CWIFX vs THMEX
CWIFX vs THMEX Comparison
Open Charts CWIFX vs THMEX
American Funds Capital World Gr&Inc 529F
Price$74.42
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
CCT Thematic Equity Institutional
Price$16.76
Change-$0.15 (-0.89%)
VolumeN/A
Net Assets41.78M
CWIFX vs THMEX Comparison Chart in %
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CWIFX 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 CWIFX is a Hold and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. THMEX (41.8M). CWIFX pays higher dividends than THMEX: CWIFX (1.49) vs THMEX (1.34). 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). CWIFX is a more actively managed with annual turnover of: 27.00 vs. THMEX (18.00). CWIFX has a lower initial minimum investment than THMEX: CWIFX (250) vs THMEX (20000000). THMEX annual gain was more profitable for investors over the last year : 17.59 vs. CWIFX (12.31). THMEX return over 5 years is better than : 66.61 vs. CWIFX (45.77).
| 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 | 19.021 | 22.397 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 20000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 41.8M | 334,928% |
| Annual Yield % from dividends | 1.49 | 1.34 | 112% |
| Returns for 1 year | 12.31 | 17.59 | 70% |
| Returns for 3 years | 52.19 | 53.06 | 98% |
| Returns for 5 years | 45.77 | 66.61 | 69% |
| Returns for 10 years | 99.87 | N/A | - |
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