Ad is loading...
CWGCX vs EIPTX
CWGCX vs EIPTX Comparison
Open Charts CWGCX vs EIPTX
American Funds Capital World Gr&Inc C
Price$60.21
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
UBS Engage For Impact P2
Price$12.00
Change+$0.07 (+0.59%)
VolumeN/A
Net Assets45.79M
CWGCX vs EIPTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 117B vs. EIPTX (45.8M). EIPTX pays higher dividends than CWGCX: EIPTX (1.15) vs CWGCX (0.93). 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 : -0.10 vs. CWGCX (-1.68).
| 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 | -3.913 | -5.692 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 45.8M | 255,459% |
| Annual Yield % from dividends | 0.93 | 1.15 | 81% |
| Returns for 1 year | -1.68 | -0.10 | 1,701% |
| Returns for 3 years | 9.07 | 6.83 | 133% |
| Returns for 5 years | 40.10 | N/A | - |
| Returns for 10 years | 29.50 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...