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CWIAX vs THMEX
CWIAX vs THMEX Comparison
Open Charts CWIAX vs THMEX
American Funds Capital World Gr&Inc 529A
Price$73.25
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
CCT Thematic Equity Institutional
Price$16.24
Change+$0.17 (+1.06%)
VolumeN/A
Net Assets39.82M
CWIAX vs THMEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. THMEX (39.8M). CWIAX (1.43) and THMEX (1.42) 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). THMEX is a more actively managed with annual turnover of: 31.00 vs. CWIAX (27.00). 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 : 15.09 vs. CWIAX (13.15).
| 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 | 16.202 | 16.679 | 97% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 20000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 39.8M | 346,734% |
| Annual Yield % from dividends | 1.43 | 1.42 | 101% |
| Returns for 1 year | 13.15 | 15.09 | 87% |
| Returns for 3 years | 55.56 | 53.80 | 103% |
| Returns for 5 years | 50.93 | N/A | - |
| Returns for 10 years | 98.76 | N/A | - |
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