Interact to see
Advertisement
Advertisement
CWIAX vs THMEX
CWIAX vs THMEX Comparison
Open Charts CWIAX vs THMEX
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
CCT Thematic Equity Institutional
Price$15.89
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets40.27M
CWIAX vs THMEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. THMEX (40.3M). THMEX (1.48) and CWIAX (1.46) 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 : 12.43 vs. CWIAX (11.41).
| 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 | 15.485 | 15.014 | 103% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 20000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 40.3M | 339,950% |
| Annual Yield % from dividends | 1.46 | 1.48 | 98% |
| Returns for 1 year | 11.41 | 12.43 | 92% |
| Returns for 3 years | 42.58 | 37.49 | 114% |
| Returns for 5 years | 51.32 | N/A | - |
| Returns for 10 years | 85.94 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement