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CWGCX vs EIPTX
CWGCX vs EIPTX Comparison
Open Charts CWGCX vs EIPTX
American Funds Capital World Gr&Inc C
Price$70.22
Change+$0.24 (+0.34%)
VolumeN/A
Net Assets134.69B
UBS Engage For Impact P2
Price$14.52
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets51.93M
CWGCX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. EIPTX (51.9M). EIPTX pays higher dividends than CWGCX: EIPTX (0.98) vs CWGCX (0.83). 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 : 15.91 vs. CWGCX (8.75).
| 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 | 12.445 | 14.229 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 51.9M | 260,116% |
| Annual Yield % from dividends | 0.83 | 0.98 | 85% |
| Returns for 1 year | 8.75 | 15.91 | 55% |
| Returns for 3 years | 46.40 | 48.61 | 95% |
| Returns for 5 years | 48.00 | N/A | - |
| Returns for 10 years | 55.90 | N/A | - |
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