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CWIEX vs EIPTX
CWIEX vs EIPTX Comparison
Open Charts CWIEX vs EIPTX
American Funds Capital World Gr&Inc 529E
Price$68.64
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
CWIEX vs EIPTX Comparison Chart
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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 131B vs. EIPTX (51.3M). CWIEX pays higher dividends than EIPTX: CWIEX (1.31) vs EIPTX (1.04). 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 : 9.56 vs. CWIEX (6.07).
| 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 | 8.911 | 9.170 | 97% |
| 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 | 1.31 | 1.04 | 125% |
| Returns for 1 year | 6.07 | 9.56 | 63% |
| Returns for 3 years | 30.20 | 25.96 | 116% |
| Returns for 5 years | 48.50 | N/A | - |
| Returns for 10 years | 70.80 | N/A | - |
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