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THMEX vs WGIFX
THMEX vs WGIFX Comparison
Open Charts THMEX vs WGIFX
CCT Thematic Equity Institutional
Price$16.85
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets41.1M
American Funds Capital World Gr&Inc F2
Price$76.04
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets142.48B
THMEX vs WGIFX Comparison Chart in %
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THMEX vs. WGIFX commentary
Oct 08, 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 THMEX is a Hold and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. THMEX (41.1M). WGIFX pays higher dividends than THMEX: WGIFX (1.59) vs THMEX (1.38). THMEX was incepted earlier than WGIFX: THMEX (5 years) vs WGIFX (17 years). THMEX (0.98) is less costly to investors than WGIFX (0.52). THMEX is a more actively managed with annual turnover of: 31.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than THMEX: WGIFX (250) vs THMEX (20000000). THMEX annual gain was more profitable for investors over the last year : 15.88 vs. WGIFX (12.54). THMEX return over 5 years is better than : 73.98 vs. WGIFX (54.99).
| THMEX | WGIFX | THMEX / WGIFX | |
| Total Expense Ratio | 0.65 | 0.52 | 125% |
| Annual Report Gross Expense Ratio | 0.98 | 0.52 | 188% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 21.601 | 21.331 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000000 | 250 | 8,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1M | 142B | 0% |
| Annual Yield % from dividends | 1.38 | 1.59 | 87% |
| Returns for 1 year | 15.88 | 12.54 | 127% |
| Returns for 3 years | 68.96 | 71.05 | 97% |
| Returns for 5 years | 73.98 | 54.99 | 135% |
| Returns for 10 years | N/A | 81.07 | - |
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