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CWIAX vs THMEX
CWIAX vs THMEX Comparison
Open Charts CWIAX vs THMEX
American Funds Capital World Gr&Inc 529A
Price$77.00
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
CCT Thematic Equity Institutional
Price$17.40
Change+$0.09 (+0.52%)
VolumeN/A
Net Assets43.31M
CWIAX vs THMEX Comparison Chart in %
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CWIAX 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 CWIAX is a StrongBuy and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. THMEX (43.3M). CWIAX (1.35) and THMEX (1.31) have matching dividends . CWIAX was incepted earlier than THMEX: CWIAX (24 years) vs THMEX (5 years). THMEX (0.98) 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 (20000000). THMEX annual gain was more profitable for investors over the last year : 16.62 vs. CWIAX (12.62). THMEX return over 5 years is better than : 63.23 vs. CWIAX (44.44).
| CWIAX | THMEX | CWIAX / THMEX | |
| Total Expense Ratio | 0.78 | 0.65 | 120% |
| Annual Report Gross Expense Ratio | 0.78 | 0.98 | 80% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 22.035 | 25.292 | 87% |
| Front Load | 4% | 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 | 1.35 | 1.31 | 103% |
| Returns for 1 year | 12.62 | 16.62 | 76% |
| Returns for 3 years | 50.37 | 52.70 | 96% |
| Returns for 5 years | 44.44 | 63.23 | 70% |
| Returns for 10 years | 102.70 | N/A | - |