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CWIAX vs THMEX
CWIAX vs THMEX Comparison
Open Charts CWIAX vs THMEX
American Funds Capital World Gr&Inc 529A
Price$75.85
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
CCT Thematic Equity Institutional
Price$17.08
Change-$0.23 (-1.33%)
VolumeN/A
Net Assets42.68M
CWIAX vs THMEX Comparison Chart in %
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CWIAX vs. THMEX commentary
Nov 14, 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: 144B vs. THMEX (42.7M). CWIAX (1.36) and THMEX (1.34) 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 : 19.07 vs. CWIAX (15.02). THMEX return over 5 years is better than : 69.75 vs. CWIAX (51.04).
| 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 | 23.425 | 25.292 | 93% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 20000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 42.7M | 337,237% |
| Annual Yield % from dividends | 1.36 | 1.34 | 102% |
| Returns for 1 year | 15.02 | 19.07 | 79% |
| Returns for 3 years | 57.07 | 55.07 | 104% |
| Returns for 5 years | 51.04 | 69.75 | 73% |
| Returns for 10 years | 109.69 | N/A | - |
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