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CWIEX vs THMEX
CWIEX vs THMEX Comparison
Open Charts CWIEX vs THMEX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
CCT Thematic Equity Institutional
Price$15.89
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets40.27M
CWIEX vs THMEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. THMEX (40.3M). THMEX pays higher dividends than CWIEX: THMEX (1.48) vs CWIEX (1.25). CWIEX was incepted earlier than THMEX: CWIEX (23 years) vs THMEX (5 years). CWIEX (1.00) and THMEX (0.98) have similar cost to investors . THMEX is a more actively managed with annual turnover of: 31.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than THMEX: CWIEX (250) vs THMEX (20000000). THMEX annual gain was more profitable for investors over the last year : 12.43 vs. CWIEX (11.15).
| CWIEX | THMEX | CWIEX / THMEX | |
| Total Expense Ratio | 1.00 | 0.65 | 154% |
| Annual Report Gross Expense Ratio | 1.00 | 0.98 | 102% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 15.312 | 15.014 | 102% |
| Front Load | N/A | 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 | 1.25 | 1.48 | 84% |
| Returns for 1 year | 11.15 | 12.43 | 90% |
| Returns for 3 years | 41.58 | 37.49 | 111% |
| Returns for 5 years | 49.58 | N/A | - |
| Returns for 10 years | 81.77 | N/A | - |
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