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FWGIX vs THMEX
FWGIX vs THMEX Comparison
Open Charts FWGIX vs THMEX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets132.46B
CCT Thematic Equity Institutional
Price$14.85
Change-$0.15 (-1.00%)
VolumeN/A
Net Assets39.29M
FWGIX vs THMEX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 132B vs. THMEX (39.3M). FWGIX pays higher dividends than THMEX: FWGIX (1.85) vs THMEX (1.05). 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 : 6.71 vs. THMEX (4.86).
| 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 | 9.196 | 6.223 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 20000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 39.3M | 335,878% |
| Annual Yield % from dividends | 1.85 | 1.05 | 176% |
| Returns for 1 year | 6.71 | 4.86 | 138% |
| Returns for 3 years | 45.29 | 44.22 | 102% |
| Returns for 5 years | 53.53 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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