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CWIEX vs THMEX
CWIEX vs THMEX Comparison
Open Charts CWIEX vs THMEX
American Funds Capital World Gr&Inc 529E
Price$76.86
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
CCT Thematic Equity Institutional
Price$17.40
Change+$0.09 (+0.52%)
VolumeN/A
Net Assets43.31M
CWIEX vs THMEX Comparison Chart in %
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CWIEX vs. THMEX commentary
Dec 04, 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 CWIEX is a StrongBuy and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. THMEX (43.3M). THMEX pays higher dividends than CWIEX: THMEX (1.31) vs CWIEX (1.14). CWIEX was incepted earlier than THMEX: CWIEX (24 years) vs THMEX (5 years). CWIEX (1.00) and THMEX (0.98) 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 (20000000). THMEX annual gain was more profitable for investors over the last year : 16.62 vs. CWIEX (12.34). THMEX return over 5 years is better than : 63.23 vs. CWIEX (42.72).
| CWIEX | THMEX | CWIEX / THMEX | |
| Total Expense Ratio | 1.00 | 0.65 | 154% |
| Annual Report Gross Expense Ratio | 1.00 | 0.98 | 102% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 21.753 | 25.292 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 20000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 43.3M | 327,945% |
| Annual Yield % from dividends | 1.14 | 1.31 | 87% |
| Returns for 1 year | 12.34 | 16.62 | 74% |
| Returns for 3 years | 49.28 | 52.70 | 94% |
| Returns for 5 years | 42.72 | 63.23 | 68% |
| Returns for 10 years | 98.13 | N/A | - |