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CWGFX vs THMEX
CWGFX vs THMEX Comparison
Open Charts CWGFX vs THMEX
American Funds Capital World Gr&Inc F1
Price$77.14
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets142.32B
CCT Thematic Equity Institutional
Price$17.40
Change+$0.09 (+0.52%)
VolumeN/A
Net Assets43.31M
CWGFX vs THMEX Comparison Chart in %
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CWGFX vs. THMEX commentary
Dec 04, 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 CWGFX is a StrongBuy and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. THMEX (43.3M). THMEX (1.31) and CWGFX (1.31) have matching dividends . CWGFX was incepted earlier than THMEX: CWGFX (25 years) vs THMEX (5 years). THMEX (0.98) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. THMEX (18.00). CWGFX has a lower initial minimum investment than THMEX: CWGFX (250) vs THMEX (20000000). THMEX annual gain was more profitable for investors over the last year : 16.62 vs. CWGFX (12.58). THMEX return over 5 years is better than : 63.23 vs. CWGFX (41.11).
| CWGFX | THMEX | CWGFX / THMEX | |
| Total Expense Ratio | 0.80 | 0.65 | 123% |
| Annual Report Gross Expense Ratio | 0.80 | 0.98 | 82% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 21.970 | 25.292 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 20000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 43.3M | 327,945% |
| Annual Yield % from dividends | 1.31 | 1.31 | 100% |
| Returns for 1 year | 12.58 | 16.62 | 76% |
| Returns for 3 years | 49.31 | 52.70 | 94% |
| Returns for 5 years | 41.11 | 63.23 | 65% |
| Returns for 10 years | 79.52 | N/A | - |