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CWIEX vs EIPTX
CWIEX vs EIPTX Comparison
Open Charts CWIEX vs EIPTX
American Funds Capital World Gr&Inc 529E
Price$64.76
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
UBS Engage For Impact P2
Price$13.12
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets49.59M
CWIEX vs EIPTX Comparison Chart
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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 125B vs. EIPTX (49.6M). CWIEX pays higher dividends than EIPTX: CWIEX (1.38) vs EIPTX (1.11). 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 : 4.91 vs. CWIEX (1.96).
| 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 | 2.755 | 3.715 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 49.6M | 252,016% |
| Annual Yield % from dividends | 1.38 | 1.11 | 124% |
| Returns for 1 year | 1.96 | 4.91 | 40% |
| Returns for 3 years | 31.61 | 30.13 | 105% |
| Returns for 5 years | 53.73 | N/A | - |
| Returns for 10 years | 58.24 | N/A | - |
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