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RWBEX vs THMEX
RWBEX vs THMEX Comparison
Open Charts RWBEX vs THMEX
American Funds Capital World Gr&Inc R2E
Price$63.44
Change-$1.68 (-2.58%)
VolumeN/A
Net Assets126.53B
CCT Thematic Equity Institutional
Price$14.04
Change-$0.22 (-1.54%)
VolumeN/A
Net Assets73.3M
RWBEX vs THMEX Comparison Chart
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RWBEX vs. THMEX commentary
Mar 11, 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 StrongBuy and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 127B vs. THMEX (73.3M). RWBEX pays higher dividends than THMEX: RWBEX (1.15) vs THMEX (1.07). RWBEX was incepted earlier than THMEX: RWBEX (11 years) vs THMEX (4 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). THMEX annual gain was more profitable for investors over the last year : 4.19 vs. RWBEX (2.84).
| 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 | 4 years | - |
| Gain YTD | 2.924 | 2.003 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 20000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 73.3M | 173,261% |
| Annual Yield % from dividends | 1.15 | 1.07 | 108% |
| Returns for 1 year | 2.84 | 4.19 | 68% |
| Returns for 3 years | 23.17 | 22.52 | 103% |
| Returns for 5 years | 42.11 | N/A | - |
| Returns for 10 years | 45.63 | N/A | - |
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