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FWGIX vs THMEX
FWGIX vs THMEX Comparison
Open Charts FWGIX vs THMEX
American Funds Capital World Gr&Inc F3
Price$63.10
Change+$1.00 (+1.61%)
VolumeN/A
Net Assets119.48B
CCT Thematic Equity Institutional
Price$13.86
Change+$0.27 (+1.99%)
VolumeN/A
Net Assets57.68M
FWGIX vs THMEX Comparison Chart
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FWGIX vs. THMEX commentary
Apr 25, 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: 119B vs. THMEX (57.7M). FWGIX pays higher dividends than THMEX: FWGIX (1.98) vs THMEX (1.11). 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 (1.81) and THMEX (1.80) have marching annual gain over last year.
| 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 | -0.259 | -2.790 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 20000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 57.7M | 206,239% |
| Annual Yield % from dividends | 1.98 | 1.11 | 178% |
| Returns for 1 year | 1.81 | 1.80 | 101% |
| Returns for 3 years | 19.50 | 15.90 | 123% |
| Returns for 5 years | 52.86 | N/A | - |
| Returns for 10 years | N/A | N/A | - |