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FWGIX vs THMEX
FWGIX vs THMEX Comparison
Open Charts FWGIX vs THMEX
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
CCT Thematic Equity Institutional
Price$15.29
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets39.36M
FWGIX vs THMEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. THMEX (39.4M). FWGIX pays higher dividends than THMEX: FWGIX (1.77) vs THMEX (1.51). FWGIX was incepted earlier than THMEX: FWGIX (8 years) vs THMEX (5 years). THMEX (0.98) is less costly to investors than FWGIX (0.41). THMEX is a more actively managed with annual turnover of: 31.00 vs. FWGIX (27.00). FWGIX has a lower initial minimum investment than THMEX: FWGIX (1000000) vs THMEX (20000000). FWGIX annual gain was more profitable for investors over the last year : 9.74 vs. THMEX (7.66).
| FWGIX | THMEX | FWGIX / THMEX | |
| Total Expense Ratio | 0.41 | 0.65 | 63% |
| Annual Report Gross Expense Ratio | 0.41 | 0.98 | 42% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 13.775 | 10.671 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 20000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 39.4M | 345,178% |
| Annual Yield % from dividends | 1.77 | 1.51 | 117% |
| Returns for 1 year | 9.74 | 7.66 | 127% |
| Returns for 3 years | 51.57 | 48.19 | 107% |
| Returns for 5 years | 54.88 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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