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CWGFX vs THMEX
CWGFX vs THMEX Comparison
Open Charts CWGFX vs THMEX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
CCT Thematic Equity Institutional
Price$16.64
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets40.88M
CWGFX vs THMEX Comparison Chart in %
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CWGFX vs. THMEX commentary
Oct 19, 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: 141B vs. THMEX (40.9M). THMEX (1.38) and CWGFX (1.35) 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 : 14.23 vs. CWGFX (10.73). THMEX return over 5 years is better than : 71.48 vs. CWGFX (50.48).
| 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 | 19.913 | 20.443 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 20000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 40.9M | 344,743% |
| Annual Yield % from dividends | 1.35 | 1.38 | 98% |
| Returns for 1 year | 10.73 | 14.23 | 75% |
| Returns for 3 years | 66.79 | 65.75 | 102% |
| Returns for 5 years | 50.48 | 71.48 | 71% |
| Returns for 10 years | 76.92 | N/A | - |
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