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CWGCX vs EIPTX
CWGCX vs EIPTX Comparison
Open Charts CWGCX vs EIPTX
American Funds Capital World Gr&Inc C
Price$64.17
Change+$0.19 (+0.30%)
VolumeN/A
Net Assets124.56B
UBS Engage For Impact P2
Price$13.05
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets49.29M
CWGCX vs EIPTX Comparison Chart
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FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. EIPTX (49.3M). EIPTX pays higher dividends than CWGCX: EIPTX (1.11) vs CWGCX (0.92). CWGCX was incepted earlier than EIPTX: CWGCX (24 years) vs EIPTX (4 years). EIPTX (1.55) and CWGCX (1.49) have similar cost to investors . EIPTX (28.00) and CWGCX (27.00) have comparable annual turnover. CWGCX has a lower initial minimum investment than EIPTX: CWGCX (250) vs EIPTX (25000000). EIPTX annual gain was more profitable for investors over the last year : 4.69 vs. CWGCX (1.49).
| CWGCX | EIPTX | CWGCX / EIPTX | |
| Total Expense Ratio | 1.49 | 0.25 | 596% |
| Annual Report Gross Expense Ratio | 1.49 | 1.55 | 96% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 2.407 | 3.004 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 49.3M | 253,550% |
| Annual Yield % from dividends | 0.92 | 1.11 | 83% |
| Returns for 1 year | 1.49 | 4.69 | 32% |
| Returns for 3 years | 28.58 | 29.12 | 98% |
| Returns for 5 years | 47.06 | N/A | - |
| Returns for 10 years | 37.47 | N/A | - |
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