Interact to see
Advertisement
Advertisement
CWIFX vs THMEX
CWIFX vs THMEX Comparison
Open Charts CWIFX vs THMEX
American Funds Capital World Gr&Inc 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
CCT Thematic Equity Institutional
Price$17.08
Change-$0.23 (-1.33%)
VolumeN/A
Net Assets42.68M
CWIFX vs THMEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX 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 CWIFX is a StrongBuy and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. THMEX (42.7M). CWIFX pays higher dividends than THMEX: CWIFX (1.49) vs THMEX (1.34). CWIFX was incepted earlier than THMEX: CWIFX (23 years) vs THMEX (5 years). THMEX (0.98) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. THMEX (18.00). CWIFX has a lower initial minimum investment than THMEX: CWIFX (250) vs THMEX (20000000). THMEX annual gain was more profitable for investors over the last year : 19.07 vs. CWIFX (15.20). THMEX return over 5 years is better than : 69.75 vs. CWIFX (52.22).
| CWIFX | THMEX | CWIFX / THMEX | |
| Total Expense Ratio | 0.86 | 0.65 | 132% |
| Annual Report Gross Expense Ratio | 0.86 | 0.98 | 88% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 23.579 | 25.292 | 93% |
| Front Load | N/A | 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 | 1.49 | 1.34 | 112% |
| Returns for 1 year | 15.20 | 19.07 | 80% |
| Returns for 3 years | 57.77 | 55.07 | 105% |
| Returns for 5 years | 52.22 | 69.75 | 75% |
| Returns for 10 years | 113.80 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement