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CWIAX vs THMEX
CWIAX vs THMEX Comparison
Open Charts CWIAX vs THMEX
American Funds Capital World Gr&Inc 529A
Price$71.61
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
CCT Thematic Equity Institutional
Price$14.45
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.16M
CWIAX vs THMEX Comparison Chart in %
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CWIAX 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 CWIAX is a Hold and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. THMEX (44.2M). CWIAX (1.35) and THMEX (1.31) have matching dividends . CWIAX was incepted earlier than THMEX: CWIAX (24 years) vs THMEX (5 years). THMEX (1.02) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. THMEX (18.00). CWIAX has a lower initial minimum investment than THMEX: CWIAX (250) vs THMEX (5000000). CWIAX annual gain was more profitable for investors over the last year : 12.35 vs. THMEX (3.10). CWIAX return over 5 years is better than : 33.75 vs. THMEX (29.87).
| CWIAX | THMEX | CWIAX / THMEX | |
| Total Expense Ratio | 0.78 | 0.65 | 120% |
| Annual Report Gross Expense Ratio | 0.78 | 1.02 | 76% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 14.414 | 4.591 | 314% |
| Front Load | 4% | 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 | 1.35 | 1.31 | 103% |
| Returns for 1 year | 12.35 | 3.10 | 399% |
| Returns for 3 years | 46.06 | 33.94 | 136% |
| Returns for 5 years | 33.75 | 29.87 | 113% |
| Returns for 10 years | 94.37 | N/A | - |
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