Interact to see
Advertisement
Advertisement
CWGFX vs THMEX
CWGFX vs THMEX Comparison
Open Charts CWGFX vs THMEX
American Funds Capital World Gr&Inc F1
Price$71.76
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
CCT Thematic Equity Institutional
Price$14.45
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.16M
CWGFX vs THMEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. THMEX commentary
Dec 28, 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 Hold and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. THMEX (44.2M). THMEX (1.31) and CWGFX (1.31) have matching dividends . CWGFX was incepted earlier than THMEX: CWGFX (25 years) vs THMEX (5 years). THMEX (1.02) 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 (5000000). CWGFX annual gain was more profitable for investors over the last year : 12.34 vs. THMEX (3.10). CWGFX (31.00) and THMEX (29.87) have equivalent 5 years return.
| CWGFX | THMEX | CWGFX / THMEX | |
| Total Expense Ratio | 0.80 | 0.65 | 123% |
| Annual Report Gross Expense Ratio | 0.80 | 1.02 | 78% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 14.398 | 4.591 | 314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 44.2M | 321,267% |
| Annual Yield % from dividends | 1.31 | 1.31 | 100% |
| Returns for 1 year | 12.34 | 3.10 | 398% |
| Returns for 3 years | 46.00 | 33.94 | 136% |
| Returns for 5 years | 31.00 | 29.87 | 104% |
| Returns for 10 years | 73.31 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement