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CWGFX vs THMEX
CWGFX vs THMEX Comparison
Open Charts CWGFX vs THMEX
American Funds Capital World Gr&Inc F1
Price$74.38
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
CCT Thematic Equity Institutional
Price$14.97
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets45.13M
CWGFX vs THMEX Comparison Chart in %
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CWGFX vs. THMEX commentary
Feb 05, 2026
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 Buy and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. THMEX (45.1M). CWGFX pays higher dividends than THMEX: CWGFX (1.41) vs THMEX (1.15). 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 : 16.18 vs. THMEX (4.91). CWGFX return over 5 years is better than : 30.54 vs. THMEX (27.66).
| 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 | 4.924 | 5.038 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 45.1M | 314,856% |
| Annual Yield % from dividends | 1.41 | 1.15 | 122% |
| Returns for 1 year | 16.18 | 4.91 | 329% |
| Returns for 3 years | 43.02 | 27.06 | 159% |
| Returns for 5 years | 30.54 | 27.66 | 110% |
| Returns for 10 years | 99.82 | N/A | - |
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