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CWIFX vs THMEX
CWIFX vs THMEX Comparison
Open Charts CWIFX vs THMEX
American Funds Capital World Gr&Inc 529F
Price$74.25
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
CWIFX vs THMEX Comparison Chart in %
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CWIFX 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 CWIFX is a Buy and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. THMEX (45.1M). CWIFX pays higher dividends than THMEX: CWIFX (1.59) vs THMEX (1.15). CWIFX was incepted earlier than THMEX: CWIFX (23 years) vs THMEX (5 years). THMEX (1.02) 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 (5000000). CWIFX annual gain was more profitable for investors over the last year : 16.37 vs. THMEX (4.91). CWIFX return over 5 years is better than : 34.32 vs. THMEX (27.66).
| CWIFX | THMEX | CWIFX / THMEX | |
| Total Expense Ratio | 0.86 | 0.65 | 132% |
| Annual Report Gross Expense Ratio | 0.86 | 1.02 | 84% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 4.948 | 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 | 1.59 | 1.15 | 138% |
| Returns for 1 year | 16.37 | 4.91 | 333% |
| Returns for 3 years | 43.74 | 27.06 | 162% |
| Returns for 5 years | 34.32 | 27.66 | 124% |
| Returns for 10 years | 128.46 | N/A | - |
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