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CWIFX vs THMEX
CWIFX vs THMEX Comparison
Open Charts CWIFX vs THMEX
American Funds Capital World Gr&Inc 529F
Price$71.62
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
CWIFX vs THMEX Comparison Chart in %
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CWIFX 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 CWIFX is a Hold and THMEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. THMEX (44.2M). 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 (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 : 12.48 vs. THMEX (3.10). CWIFX return over 5 years is better than : 34.75 vs. THMEX (29.87).
| 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 | 14.543 | 4.591 | 317% |
| 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 | 1.48 | 1.31 | 113% |
| Returns for 1 year | 12.48 | 3.10 | 403% |
| Returns for 3 years | 46.67 | 33.94 | 137% |
| Returns for 5 years | 34.75 | 29.87 | 116% |
| Returns for 10 years | 98.10 | N/A | - |
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