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CWIFX vs THMEX
CWIFX vs THMEX Comparison
Open Charts CWIFX vs THMEX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
CCT Thematic Equity Institutional
Price$16.64
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets40.88M
CWIFX vs THMEX Comparison Chart in %
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CWIFX vs. THMEX commentary
Oct 19, 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 Hold and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. THMEX (40.9M). CWIFX pays higher dividends than THMEX: CWIFX (1.53) vs THMEX (1.38). 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 : 14.23 vs. CWIFX (10.94). THMEX return over 5 years is better than : 71.48 vs. CWIFX (55.22).
| 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 | 20.108 | 20.443 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 20000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 40.9M | 344,743% |
| Annual Yield % from dividends | 1.53 | 1.38 | 111% |
| Returns for 1 year | 10.94 | 14.23 | 77% |
| Returns for 3 years | 68.69 | 65.75 | 104% |
| Returns for 5 years | 55.22 | 71.48 | 77% |
| Returns for 10 years | 103.66 | N/A | - |
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