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RWBEX vs THMEX
RWBEX vs THMEX Comparison
Open Charts RWBEX vs THMEX
American Funds Capital World Gr&Inc R2E
Price$68.72
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
CCT Thematic Equity Institutional
Price$14.83
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets38.99M
RWBEX vs THMEX Comparison Chart
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RWBEX 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 RWBEX is a Buy and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 131B vs. THMEX (39M). RWBEX pays higher dividends than THMEX: RWBEX (1.11) vs THMEX (1.05). RWBEX was incepted earlier than THMEX: RWBEX (11 years) vs THMEX (5 years). RWBEX (1.21) is less costly to investors than THMEX (0.98). THMEX is a more actively managed with annual turnover of: 31.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than THMEX: RWBEX (250) vs THMEX (20000000). RWBEX annual gain was more profitable for investors over the last year : 5.87 vs. THMEX (3.65).
| RWBEX | THMEX | RWBEX / THMEX | |
| Total Expense Ratio | 1.21 | 0.65 | 186% |
| Annual Report Gross Expense Ratio | 1.21 | 0.98 | 123% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 8.820 | 5.651 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 20000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 39M | 335,897% |
| Annual Yield % from dividends | 1.11 | 1.05 | 106% |
| Returns for 1 year | 5.87 | 3.65 | 161% |
| Returns for 3 years | 27.71 | 30.03 | 92% |
| Returns for 5 years | 43.71 | N/A | - |
| Returns for 10 years | 50.51 | N/A | - |
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