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CWIEX vs THMEX
CWIEX vs THMEX Comparison
Open Charts CWIEX vs THMEX
American Funds Capital World Gr&Inc 529E
Price$71.51
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
CCT Thematic Equity Institutional
Price$14.45
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.16M
CWIEX vs THMEX Comparison Chart in %
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CWIEX vs. THMEX commentary
Dec 28, 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 Hold and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. THMEX (44.2M). 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). 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 : 12.16 vs. THMEX (3.10). CWIEX return over 5 years is better than : 32.24 vs. THMEX (29.87).
| 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 | 14.199 | 4.591 | 309% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 44.2M | 321,267% |
| Annual Yield % from dividends | 1.14 | 1.31 | 87% |
| Returns for 1 year | 12.16 | 3.10 | 392% |
| Returns for 3 years | 45.09 | 33.94 | 133% |
| Returns for 5 years | 32.24 | 29.87 | 108% |
| Returns for 10 years | 90.09 | N/A | - |
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