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CWIFX vs THMEX
CWIFX vs THMEX Comparison
Open Charts CWIFX vs THMEX
American Funds Capital World Gr&Inc 529F
Price$77.03
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
CWIFX vs THMEX Comparison Chart in %
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CWIFX 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 CWIFX is a StrongBuy and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. THMEX (43.3M). CWIFX pays higher dividends than THMEX: CWIFX (1.48) vs THMEX (1.31). 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 : 16.62 vs. CWIFX (12.79). THMEX return over 5 years is better than : 63.23 vs. CWIFX (45.56).
| 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 | 22.203 | 25.292 | 88% |
| 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 | 1.48 | 1.31 | 113% |
| Returns for 1 year | 12.79 | 16.62 | 77% |
| Returns for 3 years | 51.07 | 52.70 | 97% |
| Returns for 5 years | 45.56 | 63.23 | 72% |
| Returns for 10 years | 106.66 | N/A | - |