Interact to see
Advertisement
Advertisement
CWIEX vs EIPTX
CWIEX vs EIPTX Comparison
Open Charts CWIEX vs EIPTX
American Funds Capital World Gr&Inc 529E
Price$74.26
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
UBS Engage For Impact P2
Price$14.63
Change-$0.14 (-0.95%)
VolumeN/A
Net Assets49.38M
CWIEX vs EIPTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. EIPTX (49.4M). CWIEX pays higher dividends than EIPTX: CWIEX (1.15) vs EIPTX (0.96). CWIEX was incepted earlier than EIPTX: CWIEX (24 years) vs EIPTX (5 years). EIPTX (1.68) is less costly to investors than CWIEX (1.00). EIPTX is a more actively managed with annual turnover of: 29.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than EIPTX: CWIEX (250) vs EIPTX (25000000). EIPTX annual gain was more profitable for investors over the last year : 14.40 vs. CWIEX (11.86).
| CWIEX | EIPTX | CWIEX / EIPTX | |
| Total Expense Ratio | 1.00 | 0.25 | 400% |
| Annual Report Gross Expense Ratio | 1.00 | 1.68 | 60% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 18.591 | 16.759 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 49.4M | 283,401% |
| Annual Yield % from dividends | 1.15 | 0.96 | 120% |
| Returns for 1 year | 11.86 | 14.40 | 82% |
| Returns for 3 years | 50.41 | 42.79 | 118% |
| Returns for 5 years | 42.92 | N/A | - |
| Returns for 10 years | 91.62 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement