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FWGIX vs THMEX
FWGIX vs THMEX Comparison
Open Charts FWGIX vs THMEX
American Funds Capital World Gr&Inc F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
CCT Thematic Equity Institutional
Price$15.49
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets39.37M
FWGIX vs THMEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. THMEX (39.4M). FWGIX pays higher dividends than THMEX: FWGIX (1.77) vs THMEX (1.51). FWGIX was incepted earlier than THMEX: FWGIX (9 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 : 14.19 vs. THMEX (10.83).
| FWGIX | THMEX | FWGIX / THMEX | |
| Total Expense Ratio | 0.41 | 0.65 | 63% |
| Annual Report Gross Expense Ratio | 0.41 | 0.98 | 42% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 15.237 | 12.119 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 20000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 39.4M | 347,716% |
| Annual Yield % from dividends | 1.77 | 1.51 | 117% |
| Returns for 1 year | 14.19 | 10.83 | 131% |
| Returns for 3 years | 52.35 | 46.19 | 113% |
| Returns for 5 years | 53.11 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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