Interact to see
Advertisement
Advertisement
CWIEX vs THMEX
CWIEX vs THMEX Comparison
Open Charts CWIEX vs THMEX
American Funds Capital World Gr&Inc 529E
Price$74.11
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
CWIEX vs THMEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX 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 CWIEX is a Buy and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. THMEX (45.1M). CWIEX pays higher dividends than THMEX: CWIEX (1.24) vs THMEX (1.15). CWIEX was incepted earlier than THMEX: CWIEX (24 years) vs THMEX (5 years). THMEX (1.02) and CWIEX (1.00) have similar cost to investors . CWIEX is a more actively managed with annual turnover of: 27.00 vs. THMEX (18.00). CWIEX has a lower initial minimum investment than THMEX: CWIEX (250) vs THMEX (5000000). CWIEX annual gain was more profitable for investors over the last year : 15.93 vs. THMEX (4.91). CWIEX return over 5 years is better than : 31.71 vs. THMEX (27.66).
| CWIEX | THMEX | CWIEX / THMEX | |
| Total Expense Ratio | 1.00 | 0.65 | 154% |
| Annual Report Gross Expense Ratio | 1.00 | 1.02 | 98% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 4.913 | 5.038 | 98% |
| Front Load | N/A | 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 | 1.24 | 1.15 | 108% |
| Returns for 1 year | 15.93 | 4.91 | 324% |
| Returns for 3 years | 42.06 | 27.06 | 155% |
| Returns for 5 years | 31.71 | 27.66 | 115% |
| Returns for 10 years | 119.07 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement