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CWIAX vs THMEX
CWIAX vs THMEX Comparison
Open Charts CWIAX vs THMEX
American Funds Capital World Gr&Inc 529A
Price$74.24
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
CWIAX vs THMEX Comparison Chart in %
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CWIAX 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 CWIAX is a Buy and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. THMEX (45.1M). CWIAX pays higher dividends than THMEX: CWIAX (1.45) vs THMEX (1.15). 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 : 16.21 vs. THMEX (4.91). CWIAX return over 5 years is better than : 33.28 vs. THMEX (27.66).
| 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 | 4.934 | 5.038 | 98% |
| Front Load | 4% | 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 | 1.45 | 1.15 | 126% |
| Returns for 1 year | 16.21 | 4.91 | 330% |
| Returns for 3 years | 43.10 | 27.06 | 159% |
| Returns for 5 years | 33.28 | 27.66 | 120% |
| Returns for 10 years | 124.19 | N/A | - |
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