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THMEX vs WGIFX
THMEX vs WGIFX Comparison
Open Charts THMEX vs WGIFX
CCT Thematic Equity Institutional
Price$15.58
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets39.52M
American Funds Capital World Gr&Inc F2
Price$71.81
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.03B
THMEX vs WGIFX Comparison Chart in %
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THMEX vs. WGIFX commentary
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. THMEX (39.5M). WGIFX pays higher dividends than THMEX: WGIFX (1.67) vs THMEX (1.48). 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). WGIFX (14.63) and THMEX (14.29) have marching annual gain over last year.
| 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 | 12.770 | 14.219 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000000 | 250 | 8,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.5M | 136B | 0% |
| Annual Yield % from dividends | 1.48 | 1.67 | 89% |
| Returns for 1 year | 14.29 | 14.63 | 98% |
| Returns for 3 years | 40.17 | 45.15 | 89% |
| Returns for 5 years | N/A | 48.30 | - |
| Returns for 10 years | N/A | 62.63 | - |
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