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CWIEX vs EIPTX
CWIEX vs EIPTX Comparison
Open Charts CWIEX vs EIPTX
American Funds Capital World Gr&Inc 529E
Price$70.72
Change+$0.25 (+0.35%)
VolumeN/A
Net Assets134.69B
UBS Engage For Impact P2
Price$14.52
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets51.93M
CWIEX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 135B vs. EIPTX (51.9M). CWIEX pays higher dividends than EIPTX: CWIEX (1.25) vs EIPTX (0.98). CWIEX was incepted earlier than EIPTX: CWIEX (23 years) vs EIPTX (4 years). EIPTX (1.55) is less costly to investors than CWIEX (1.00). EIPTX (28.00) and CWIEX (27.00) have comparable annual turnover. 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 : 15.91 vs. CWIEX (9.33).
| CWIEX | EIPTX | CWIEX / EIPTX | |
| Total Expense Ratio | 1.00 | 0.25 | 400% |
| Annual Report Gross Expense Ratio | 1.00 | 1.55 | 65% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 12.714 | 14.229 | 89% |
| 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 | 1.25 | 0.98 | 127% |
| Returns for 1 year | 9.33 | 15.91 | 59% |
| Returns for 3 years | 49.62 | 48.61 | 102% |
| Returns for 5 years | 54.08 | N/A | - |
| Returns for 10 years | 77.15 | N/A | - |
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