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CWGCX vs EIPTX
CWGCX vs EIPTX Comparison
Open Charts CWGCX vs EIPTX
American Funds Capital World Gr&Inc C
Price$68.12
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
UBS Engage For Impact P2
Price$13.85
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets51.32M
CWGCX vs EIPTX Comparison Chart
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FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 131B vs. EIPTX (51.3M). EIPTX pays higher dividends than CWGCX: EIPTX (1.04) vs CWGCX (0.87). 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 : 9.56 vs. CWGCX (5.53).
| 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 | 8.711 | 9.170 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 51.3M | 255,361% |
| Annual Yield % from dividends | 0.87 | 1.04 | 83% |
| Returns for 1 year | 5.53 | 9.56 | 58% |
| Returns for 3 years | 26.86 | 25.96 | 103% |
| Returns for 5 years | 42.30 | N/A | - |
| Returns for 10 years | 49.31 | N/A | - |
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