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FWGIX vs THMEX
FWGIX vs THMEX Comparison
Open Charts FWGIX vs THMEX
American Funds Capital World Gr&Inc F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
CCT Thematic Equity Institutional
Price$14.83
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets38.99M
FWGIX vs THMEX Comparison Chart
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FWGIX vs. THMEX commentary
Jun 07, 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 FWGIX is a Buy and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. THMEX (39M). FWGIX pays higher dividends than THMEX: FWGIX (1.85) vs THMEX (1.05). FWGIX was incepted earlier than THMEX: FWGIX (8 years) vs THMEX (5 years). THMEX (0.98) is less costly to investors than FWGIX (0.41). THMEX is a more actively managed with annual turnover of: 31.00 vs. FWGIX (27.00). FWGIX has a lower initial minimum investment than THMEX: FWGIX (1000000) vs THMEX (20000000). FWGIX annual gain was more profitable for investors over the last year : 6.73 vs. THMEX (3.65).
| FWGIX | THMEX | FWGIX / THMEX | |
| Total Expense Ratio | 0.41 | 0.65 | 63% |
| Annual Report Gross Expense Ratio | 0.41 | 0.98 | 42% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 9.193 | 5.651 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 20000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 39M | 335,897% |
| Annual Yield % from dividends | 1.85 | 1.05 | 176% |
| Returns for 1 year | 6.73 | 3.65 | 184% |
| Returns for 3 years | 30.07 | 30.03 | 100% |
| Returns for 5 years | 47.57 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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